Pension

By Terry Savage on August 05, 2023 | Financial Planning / Retirement

My wife will be retiring in 2 years. She has a 401A 401B besides a 20 year pension that she can take a lump sum. We already have 2 IRA’s and a Roth with American Funds besides a Annuity with Jackson Life Insurance Co. My Financial Adviser is recommending another Annuity and I’m not on board. What would you recommend?