Pension Lump-Sum Benefit
March 5, 2016
Jim and Chris answer listeners’ email questions during this show including: if your pension has a lump-sum payment option, how can you calculate what that payment would be? Regarding Social Security, if an individual filed and suspended their benefit already, will the new Social Security rules impact him or her? If you have multiple IRAs, what are important things to consider if you want to consolidate them? And… why haven’t you seen a 1099 from your IRA yet?
Podcast: Play in new window | Download (Duration: 1:43:46 — 47.5MB)
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