This week on Plus Episode 365, we help a member decide whether to take a lump-sum pension distribution today, start drawing on the pension today or take a lump sum or draw on the pension in the future.
We review investment options for a member who will be paying college tuition in the next two years.
Finally, we review a retirement portfolio to see if it is invested too aggressively.
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If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member.