Pension v. Lump Sum

Erin Lapidus
Tuesday, July 10, 2018
Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s. But 15% of private-sector workers and 75% of state and...
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How to Convert Retirement Savings Into Retirement Income

Erin Lapidus
Saturday, December 09, 2017
You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to...
How To Know If I Need a Trust?

Erin Lapidus
Wednesday, October 25, 2017
We love sharing what questions our listeners are asking us, because quite frankly, everyone is most likely asking themselves the same questions.