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October 27, 2025

GRFTFS: Can I Retire When I Get My Pension?

30 minutes

"I’m 64 and retiring soon. I have the option to take a lump sum from my pension or monthly payments for life. How do I evaluate which one is better for us?" We're answering YOUR questions on this week's Get Ready For The Future Show!

We’re 67 and 65 and just paid off our house. We’ve heard that having a trust avoids probate, but our estate isn’t that complicated. How do we know if a trust is worth the cost?

We’re in our early 60s and plan to sell a rental property in a few years. Should we be thinking about capital gains tax planning now, or wait until we’re ready to sell?

I’m 61 and recently divorced. I’m keeping the house, but it’s still got a mortgage, and I have about $500,000 in retirement accounts. How do I rebuild my plan now that I’m on my own?

And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to [email protected]!

Originally aired10/22/2025

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By GenWealth Financial Advisors

4.1

1919 ratings