One of the most popular articles we posted this fall was a detailed How-To checklist for investors dealing with a lump sum, either from an inheritance, the sale of a business, or as a decision to be made within an existing portfolio. The piece, written by Andrew Ruhland of Integrated Wealth Management (click here to read Dealing With Lump Sums), resulted in a large number of queries – many from listeners asking about issues related to Defined Benefit Pensions.
In response, Andrew and his team have produced a comprehensive article for individual investors dealing with these issues. Click on the link below to request a copy. It is particularly valuable if you:
1) Are past the age to roll-out your Defined Benefit Pension’s commuted value:
2) Are eligible to roll-out the commuted value of your DBP before a certain age-related deadline:
3) Have already rolled-out the commuted value of your DBP and are now responsible – directly or indirectly – for the successful management of your pension nest-egg.
