ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
Instructions
2
1. Go to file > make a copy
3
2. Enter your information under the blue inputs section
4
5
Inputs
6
Lump Sum219,505 *the lump sum option on the pension
7
Pension payment1234 *the monthly payment for the single life pension option
8
Age68 *use a whole number for your age
9
Genderf *use the letters: m or f
10
11
Results
12
Life expectancy18.31
13
Rate2.13%
*Rate is the annual return you would need on the lump sum to create the same cashflow as the pension payments
14
15
16
17
*Advisory services offered through Paul Winkler, Inc. (‘PWI’), an investment advisor registered with the State of Tennessee. PWI does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. This information is provided for informational purposes only and should not be construed to be a solicitation for the purchase or sale of any securities.
18
19
20
https://www.paulwinkler.com/
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100