Taking your pension as a lump sum can give you more control over your income assets, allowing you the freedom to use your money as you see fit. Whether you’re looking to invest or cover major unexpected expenses, the lump sum can be beneficial in select scenarios. It can, however, force you to foot a large tax bill immediately upon cashing out and cut one of your expected sources of income in retirement. Take our quiz below to let us know about your situation, and we can help you find out if you might want to take your pension as a lump sum.

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