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Should I Take My Pension As A Lump Sum?

Employer pensions can make up a considerable portion of your expected retirement benefits. Whether you are nearing retirement or are already receiving ongoing pension payments, you may have the option to choose a lump sum distribution/buyout instead of a lifetime stream of payments. Several factors must be analyzed in order to determine what course is best for you and your unique circumstances. Check out the flowchart to see where you stand. Always feel free to reach out with any questions.




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Castle Hill Capital is an investment advisor registered in Pennsylvania and Virginia. Any reference to the advisory services refers to Castle Hill Capital. Registration does not imply a certain level of skill or training nor does it imply endorsement by the state of Pennsylvania or Virginia.​ Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk.

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