Last week I did a video called Five Reasons NOT To Take Your Pension Tax-Free Cash. Fair to say, that one went down pretty well, and there were lots of calls for the flip-side to that - reasons why it DOES make sense to take the cash. So, let’s get into it.

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Chapters:
00:00 Welcome
00:28 Intro
00:35 Reason 1 - You need cash now/debt payoff
01:45 Reason 2 - DB commutation
03:30 Reason 3 - Your split between pension and non-pension is uneven
04:47 Reason 4 - LTA mitigation
06:37 Reason 5 - Income tax mitigation
08:05 Reason 6 - Beneficiary Considerations
09:15 Resolution

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