Is a Lump-Sum Social Security Payment Right For You?
You may be past full retirement age, but did you know you can undo the decision to delay your benefits? A lump-sum payment may be right for you if you’re suddenly in need of cash.
My 401k Balance Dropped!
If you're 10 years out or more from retirement then congrats! That means you were invested in equities/equity type mutual funds like you should have been with that kind of time time on your side.
How to Make Your Pension Last in Retirement
Whether you are already retired or just beginning to consider your retirement years, the question "Will I outlive my money" is most likely your top concern
6 Surprising Retirement Facts No One Tells You About
Surprise! Retirement is an exciting & validating time but there are many surprising facts that you may not be aware of when planning. Take these 6 things to heart.
The SECURE Act Has Passed. What Does it Mean for Your Retirement?
New legislation has passed. Discover what has changed and how it could make a major impact on your retirement savings.
How To Transfer Your Lump Sum Distribution To An IRA
So you are taking the lump sum payment as your retirement option from your employer, but what do you do next? At 80/20 Financial, we can walk you through this process because we've actually done it ourselves. If you work with us, this will be a summary of the process.
Our Promise To You
We promise to invest your money as carefully as we do our own, because we know that your hopes for your family's future are every bit as sacred to you as ours are to us.
Your Pension Lump-Sum Payment... Pros and Cons
Consider your pension payout options carefully. Once you have made your choice, you usually cannot change your mind.
Evaluating An Early Retirement Offer?
Many of you will be given the opportunity to evaluate an early retirement offer soon. Here are some tips to help you with that decision and a few questions to ask yourself.
