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#016: Listener Questions - Sharing Accounts with Children and Lump-sum Pension Payouts

#016: Listener Questions - Sharing Accounts with Children and Lump-sum Pension Payouts

FromBig Picture Retirement


#016: Listener Questions - Sharing Accounts with Children and Lump-sum Pension Payouts

FromBig Picture Retirement

ratings:
Length:
18 minutes
Released:
Apr 17, 2017
Format:
Podcast episode

Description

Wanda wrote in to ask why she shouldn’t add a child to her checking account? Brenda retired from a company that offers a pension. She asks if it would be better to take the pension in a stream of payments or as a lump sum. Have a question? Send them in and we will try to answer it on the show. Email questions@bigpictureretirement.net  
Released:
Apr 17, 2017
Format:
Podcast episode

Titles in the series (100)

If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.