In 2017, I left my private banker job and had to choose between a small bank pension and a lump sum. To match that pension at 65, the lump sum needed to earn about 3% a year. I moved $108,760 into a LIRA and never added a dollar. Nine years later it's worth $339,595 and has paid $37,864 in dividends along the way. Pension or lump sum, run the math before you choose. Full report: https://bit.ly/4xIeIyv
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2 Comments
ETF Go
@etf.go · 21d
That seems like a really low bar so obviously a smart choice. 👏 Nice result in what was a (mostly) nice 9 years to be an investor. 👍
Ed
@edsam · 27d
Nice. When do you unlock?
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