We can tolerate rewsonable risk. On the other hand I dont think the spreadsheets take into account the 2 or 2.5% COLA. I habe a sizeable amount of our retirement money in index funds now. We have pro ...
Thanks very much. How many years does it take to break even assuming a 2% cola? And dont taxes come into play if we are taking the annuity rather than just investing the whole lump sum ?
My wife has option of taking $950k lump sum or half of that plus guaranteed monthly payment of $3300/mo plus 2.5% cola for remainder of our lives. I am 63 and she is 58. We dont need this money as my ...
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