Skip to Content
US Videos

Pension Lump Sum or Annuity: 5 Swing Factors

Morningstar's Christine Benz highlights key considerations in the decision to annuitize a pension or take a lump-sum payout.

Jason Stipp: I'm Jason Stipp for Morningstar.

Pensions are definitely a dying breed for today's working force, and those who do hold pensions may have concerns about pension funding and pension health, all serving to up the stakes on that important decision of choosing a lump sum from a pension or to annuitize that pension.