Mailbag: Does It Matter Who Gets What Asset in My Legacy Plan?

Think about the taxes! Eric answers three questions from the mailbag today that all involve financial decisions with tax implications.

 

What we discuss on this episode: 

0:46 - Mailbag: Should I take the lump sum or monthly payment for my pension?

4:55 - Mailbag: Should I use my retirement savings to pay off debts?

9:57 - Mailbag: Does it matter who gets what asset in my legacy plan? 

 

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