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cover of episode The Top 5 Retirement Income Decisions Facing Older Workers

The Top 5 Retirement Income Decisions Facing Older Workers

2018/3/10
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s *Hanson McClain’s Money Matters, *Scott and Pat talk about a new study on retirement income decisions from Stanford’s Center on Longevity.

Scott and Pat take a call from a man who wants to know if he should purchase a retirement home in Nevada now and rent it for two years until he is ready to retire. A woman who has a whole life insurance policy wants to know if she should cash out the policy or hold on to it. A recent widow is calling to determine at what age she can start collecting on her husband’s Social Security benefit. Lastly, a caller wants to know how he can avoid capital gains taxes when selling company stock he inherited.