Unexpected Windfalls: EDU #2021

May 27, 2020

Unexpected Windfalls: EDU #2021

Jim and Chris discuss a topic brought to us by a listener’s question:  what are some strategies one should consider when faced with expected windfalls such as suddenly inheriting a large sum of money?

*Note:  Near the end of the episode, Jim and Chris failed to mention that there’s a 10% early withdrawal penalty if you withdraw from an annuity while younger than age 59 1/2.  Please keep that in mind.

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