Jonathan R.
Who Stole My Pension?
My father is a school teacher who will in a couple years be retired with his full pension from the school system. He also has a Roth IRA and 401k. He’s just a middle class guy who has saved his whole life. Robert Kiyo...
Tyler Stephens
Is Military Pension Garnishable?
Good morning and happy Saturday everyone! A relative of mine bought a house in Lincoln, Nebraska to retire in, but for the next few years they want to rent it out until they are ready to move. He has an applicant who ...
Theeven Varmint
Inherited pension double-tax?
Hi all, quick question about an inherited TIAA pension:1/ Seems in MA an estate is taxed upon death based on the ENTIRE value of the estate - real property, cash, pension, etc, all rolled into one, and calculated tax ...
Brian Nalley
Pension Plan Payout Questions
I received a letter last week from a previous employer about a pension plan I didn't even know I had. I have the option of rolling it over into IRAs or employer plans, taking a lump sum payout, or getting a monthly ch...
Nick Stango
Pension / Self Directed IRA question
My wife and I are thinking about moving to another state so we can invest in real estate more easily. We want to buy a duplex, live in one half and rent the other. In order to get a loan to do this (since I am self em...
Verenna Huerta
Pension Plan Money for REI
Hi BP Community! I have a defined benefit pension plan from a previous employer with about 11k and I want to set aside that money for REI. I have a Roth IRA that I could roll it over to and keep the remaining 5k but w...
Account Closed
My Pension was recently frozen
I need a little advice for a pension that I have that was recently frozen. The corporation I work for has given us the option to take the funds in a lump sum which I have no idea what it would be or should I roll it o...
Jacob G.
401 K pension - employee leasing
I will be working for our family business partnership and am trying to figure out how to set up my pension plan.As I will be the only employee of the partnership, I saw that the cost for make a 401k are very high wher...
Account Closed
Pension or Single Family Rentals?
I am considering using my pension proceeds to purchase 2-3 single family rentals. The pension options are $1079/mo. or ~235,000 lump sum. Of course, I can roll that into an IRA and avoid the tax for now. But, it se...
Eli Neshiem
Real Estate vs Pension/457
Who has run the numbers on difference between holding real estate as a retirement plan vs relying on your future pension or 457 plan? I know it can be a lot of speculation depending on what markets do etc. it’s also g...