How to Choose Your Pension Options and Retirement Withdrawal Strategy - YMYW podcast 307

In this first YMYW episode of 2021, Joe Anderson, CFP® and Big Al Clopine, CPA go over estate planning strategies for CFP® candidate/Redditor Nate in SC, they do a spitball analysis for John in TN who wants to retire early, a retirement withdrawal and 529 plan strategy for Ace in TX, and a breakdown of pension options for James in AZ - after Big Al figures out how to work his HP12C financial calculator. Access the transcript and financial resources, ask your money questions: https://bit.ly/YMYW-307

00:49 - Estate Planning: Joint Tenants With Rights of Survivorship (JTWROS) on Brokerage Account (Nate, SC)
12:19 - Early Retirement Spitball Analysis: Can I Retire? (John, TN)
25:12 - Retirement Withdrawal and 529 Education Savings Strategy (Ace, Texas)
34:36 - Pension Options: 10 Year Period Certain or Joint With Rights of Survivorship (JWROS)? (James, AZ)

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IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
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