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I’m about to get $130,000 from a lump-sum pension payout, but I don’t know what to do with it

Por: MarketWatch Politics January 23, 2023

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Dear Stephen,  It’s great that you’re asking what to do about moving around a major sum of money before it actually happens. So many people move the money first and ask questions later, which can cost you quite a bit in taxes and lost gain.  “I cannot tell you how many calls and inquiries I have received after an investor has made an incorrect rollover decision or unadvisable Roth conversion decisions, incurred huge tax liabilities, or... + full article



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