You only get to make this choice once.

A new plain-English playbook from Dr. Adam Link, CFP®. Single-life or joint-and-survivor? Lump sum or annuity? Most pensioners decide in 20 minutes on a piece of paper they signed at HR — for a number they'll receive for the rest of their life.

• Single-life vs. joint-and-survivor — and the survivor question most people skip
• Lump sum vs. monthly — the four numbers you actually need to compare
• How a pension changes when (and how) you claim Social Security
• What the Social Security Fairness Act repeal of WEP/GPO means for public pensioners

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The Tax Bomb

A pension is taxable income — and it stacks on top of every other dollar you draw. This companion volume shows you the tax trap that detonates the year RMDs start.

Yes — send me both books at the same time.

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