37 min listen
Monthly Retirement Pension Vs. Lump Sum Payment: How to Choose -316
Monthly Retirement Pension Vs. Lump Sum Payment: How to Choose -316
ratings:
Length:
50 minutes
Released:
Mar 9, 2021
Format:
Podcast episode
Description
Choosing the pension lump sum or monthly payment: let it ride, roll it, or annuitize it? Plus, spitball analyses involving the 72(t) tax election, a donor-advised fund, 529 plans, and early retirement. Also, is growth on after-tax 401(k) contributions tax-free? How much of the portfolio should be in tax-free, taxable, and tax-deferred accounts? How does income from tax-deferred accounts impact Medicare premiums? Access the transcript and financial resources, ask your money questions: https://bit.ly/YMYW-316
Released:
Mar 9, 2021
Format:
Podcast episode
Titles in the series (100)
How the Financial Planning Landscape Made Way for Pure Financial Advisors - 5: Aired: 2/27/2016 10 AM:: Joe and Big Al discuss today's financial planning landscape and why they chose to start Pure Financial. Big Al breaks down a few of the presidential candidates' tax plans. Plus, why women are better savers and investors than men. by Your Money, Your Wealth