Available in Bucket Strategy Live

Exploring Your Pension Options

Exploring Your Pension Options

If you’re eligible to receive a pension from a former employer, there are some important decisions you need to make before choosing a withdrawal strategy. Unfortunately, some of these pension options may not be easy to understand. Rick “The Professor” Plum, CFP®, and Janean Stripe, CFP®, discuss the decisions those with pensions may have to make.

Should I Take a Monthly or Lump Sum Pension?

Should I Take a Monthly or Lump Sum Pension?

Rick “the Professor” Plum, CFP®, and Janean Stripe, CFP®, discuss the pros and cons of lump sum and monthly pensions.

Roth IRA Tips: Managing Your Taxes with a Roth Conversion

Roth IRA Tips: Managing Your Taxes with a Roth Conversion

Rick “the Professor” Plum, CFP®, and Janean Stripe, CFP®, discuss tax management using a Roth conversion.

How Likely Are Taxes to Go Up?

How Likely Are Taxes to Go Up?

Rick “the Professor” Plum, CFP®, and Janean Stripe, CFP®, discuss tax management and the likelihood of a raise in taxes for the average person.