Defined Benefit Pension vs Commuted Value: The Tax Trap Most People Miss | The Up Side Podcast | Elijah C Kirchmaier CFP® CIM®, TEP, FCSI® CLU® CIWM, CEA
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Defined Benefit Pension vs Commuted Value: The Tax Trap Most People Miss | The Up Side Podcast | Elijah C Kirchmaier CFP® CIM®, TEP, FCSI® CLU® CIWM, CEA
Most people with a defined benefit pension assume they’ll just take the monthly payments for life. But in many cases, there’s another option: taking a lump sum (commuted value) instead. That decision can impact: • Taxes (maximum transfer value rules matter) • Estate planning • Retirement flexibility • Investment risk In our latest ...
2.8K views2 months ago
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