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Vision Retirement
Offerings
Introductory Services
Membership
Investing >
Tax >
Other >
Integrated Tax Solutions
Income Tax Preparation (through Advisor Tax Prep)
Investing
Automated w/Guidance
Fiduciary Investment Management
Self-Directed w/Oversight
Introductory Services
Am I on Track? (AIOT)
Second Opinion
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Should I Take a Lump-Sum Pension Offer?

  • Workplace Benefits,
| 7/7/25

Watch our video to see if a lump-sum distribution or a lifetime annuity benefit for your pension is a better option for you. You can also learn more by reading this article on Should I Take a Lump-Sum Payment Offer?

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Planning, Advice & Fiduciary Investment Services offered through Vision Retirement LLC, a registered investment advisor.

All content is developed from sources that are believed to provide accurate information. The information provided in these materials is not intended to be tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the materials provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Vision Retirement is an independent Registered Investment Advisor (RIA) that offers a range of retirement planning services, including membership, financial planning, investment management, and tax preparation solutions. As a fiduciary, our mission is to help individuals and families feel more confident about their financial futures, build long-term wealth, and ultimately enjoy a comfortable and stress-free retirement. Although our firm is located in Ridgewood, New Jersey, we proudly serve clients throughout New Jersey, New York, and across the United States. Contact us for a free, no-obligation consultation by scheduling an appointment with one of our certified financial advisors or by calling us at 201.447.2212.