Now he just needs to determine how much to take as a pension, and how much to take as as tax-free lump sum. Now this is not an arbitrary decsion... one wants to be comfortable, yet have flexible options for the future. He called his brother-in-law as a sounding board and got some good advice.
Now, the sums have been done. The tax implications have been considered. The monthly and annual budgets have been estimated. Now Gorse Fox needs to sleep on it and revisit all the calculations tomorrow.
2 comments:
Good thinking - oh and Good Luck.
If you do it right you may be able to visit us in San Fran ;)
That would be nice Pete. GF loves SF, and the Silver Vixen has never been across as far as California.
Will have to sort something out once everything settles and we have moved into the new house.
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