Pensions, IRAs, RMDs, 401k Rollovers: Q&A #2103 - a podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

Jim and Chris discuss listeners’ questions relating to pensions, inherited IRAs, required minimum distributions (RMDs), and 401k rollovers. (4:30) George asks for an opinion on taking a lump-sum pension buyout from his employer to try and avoid taxes. (14:45) A Michigan listener asks about how to handle the transfer of an inherited IRA from one […]

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