by Jim Schwartz, CFP®, RICP® | Oct 6, 2019 | Legal - Trusts & Estates
What is a POD or TOD Account and Do I Need One? As a widow or widower you may already have experience with a POD or TOD account. Let’s take a look at what a POD or TOD account is, how and why it might be used and, finally, how and when to manage it. The Basics. POD...
by Jim Schwartz, CFP®, RICP® | Oct 2, 2019 | Social Security & Other Income
Do I Get to Keep My Husband’s Pension? This is one of the most common questions asked of the recently widowed. Unfortunately, the answer is, it depends. In this post we will look at what a pension is and isn’t, look at common pension payout options, and understand how...
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