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Jan. 28, 2023

Lump Sum vs Monthly Pension Payments and Important Medicare Questions - Retire Hour S6 E4

The Retire Hour team debates choosing lump sum or monthly payment for pensions, retirement for divorcees, and dives deep into medicare questions and taxes.

Intro: 0:00

Financial Advisors: Can't See the Forest Through the Fees - 0:21

Financial Advisors: Rights For Divorcés - 8:53

Client Corner: Tax Consequences - 17:59

Medicare Advisor: Not Your Father's Medicare Plan - 24:03

Eidelman Law Advisor: Five-Year Clock for Medicaid - 33:15

CPA: The Snowball Effect of Taxes - 42:02

Credits: 47:32

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Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.