Should I Take Half of My Ex’s 401k or the Pension?

Today we’re talking about 401ks versus pensions. Would you rather get a lump sum now or monthly payments over many years? Deb in New Jersey needs our help answering that very question.
 
Read more and get additional financial resources here: https://wp.me/p9B077-NU 
 
What we discuss on this episode:
2:08 – Beneficiaries
8:07 – SECURE Act
12:10 – 401ks and pensions
15:30 – Premature death and pensions

State of Washington’s New Payroll Tax is One to Watch

On today’s episode we’re talking about a couple conversations we’ve had with clients in Seattle, Wash. and some recent changes that have been put in place. In 2019, the state approved a new payroll tax that is 100% paid by the employee, the first of its kind in the entire country.
 
Read more and get additional financial resources here: https://wp.me/p9B077-NN 
 
What we discuss on this episode: 
2:28 – New Washington tax
5:24 – What’s the benefit?
7:16 – Opt out
8:36 – What are they telling you?
11:48 – The feds
15:40 – Mailbag: Worried about kids