A brief discussion of the recently published February 2024 minimum present value segment rates, and how they may impact the consideration of lump sum pension deferral for recent or prospective retirees.

Disclosure: The Retirement Network and AT&T are not affiliated in any way. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and many be invested into directly. Stock investing involves risk including loss of principal. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Government bonds and Treasury bills are guaranteed by the US. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.