Date: 10 Apr 2018
Cat: Audio, Financial Hour (WMT)

Financial Hour: Withdrawal Rates / Lump Sum Pension Offers

We answer listener questions including:

  • Is the 4% withdrawal rule, the best strategy?
  • What documents do I need to keep from my plan 401(k)?
  • My employer is offering a lump sum pension buyout, how do I know if the lump sum or annuity payments are best for me?


Download the handouts from this week’s radio show.