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Your Money, Your Wealth — Monthly Retirement Pension Vs. Lump Sum Payment: How to Choose -316
Not scored yet50m·2021-03-09·Money

Monthly Retirement Pension Vs. Lump Sum Payment: How to Choose -316

Your Money, Your Wealth · 316

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,…

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