Pension vs. Lump Sum

September 11, 2025

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  • Big changes are coming that could directly impact your pension lump sum. The IRS has released the August segment interest rates, and for Ford and GM employees, these rates will determine next year’s lump sum payouts. This video is important even if you are already retired or do not have a lump sum, as we cover important planning topics related to taxes, survivorship risk, and spousal planning.

Every C2 client journey starts with education.

We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.