<<Let's assume you can make 10% on your personal investments. $30,000 today at 10% will net 3.452 times your money in 13 years...or $103,560 at age 65. Then, at 10%, you can take out $12,164/year for 20 years or better than twice the pension plan amount.<<In this day and age, I think that it would be very dangerous to assume a sustained and/or average annual 10% return until retirement followed by a sustained and/or average return following retirement.Thorough review of the pension plan terms is crucial before a decision is made to roll over.Nobody - not the canniest of investment professionals - can honestly pretend that a 10% return over the next 20 years is a sure thing.
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