Stand Up and Be Counted: How to Value a Stream of Payments

Stand Up And Be Counted: How To Value A Stream Of Payments Splash image

Your portfolio may have a much larger pot of assets than your valuation figure reflects.

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How can a large pool of assets possibly be overlooked in a portfolio valuation? It occurs when those assets are hard to put a number on. And among the most difficult assets for retirees to assign a number to are any guaranteed steady payment streams—the most common being defined-benefit pension plan and Social Security payments. Other examples include immediate annuity payments, income payments from trusts, and even—should you be so lucky—annual payments from winning the lottery.

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