Last week I did a video called Five Reasons NOT To Take Your Pension TaxFree Cash. Fair to say, that one went down pretty well, and there were lots of calls for the flipside to that reasons why it DOES make sense to take the cash. So, let’s get into it.

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   • 5 Reasons NOT To Take Your Pension TA...   Click here to watch 5 Reasons NOT To Take Your Pension TAXFREE CASH
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   • 3 Retirement Planning EXAMPLES   Click here to watch Retirement Planning Examples

Chapters:
00:00 Welcome
00:28 Intro
00:35 Reason 1 You need cash now/debt payoff
01:45 Reason 2 DB commutation
03:30 Reason 3 Your split between pension and nonpension is uneven
04:47 Reason 4 LTA mitigation
06:37 Reason 5 Income tax mitigation
08:05 Reason 6 Beneficiary Considerations
09:15 Resolution

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