Irrevocable Pension Decisions S2
Professional Edge · SEAN G. TODD, Esq., M. Tax, CFP®, CPA
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Show Notes
Companys offer pension participants many options: Lump sum payout; rollover ; freeze and wait ; single life payout ; joint life payout with differing amounts. You are asked to make an irrevocable election. No "do over" or "mulligan". Winging it could have devasting financial consequences and cost you tens of thousands of dollars. If you are a "do-it yourself" kinda person this is a must listen.
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To a prosperous and happy 2024!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
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