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Money Matter$

Insights from the Sommers Financial Management Team

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Seize the Opportunities!

As we enter 2017, it’s a chance to take some time to reflect on the past year and think about our hopes and dreams with the flip of another calendar year. There were likely some happy surprises, and some hard challenges in 2016. Do you ever stop to think what you have control over, and those things that are completely out of your control?

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Facing the Retirement Pension Puzzle

A common question we are asked from those finally reaching retirement is which payout option do I choose? The options usually include lump sum payout, lifetime income or term certain. A lump sum payout is fairly easy to understand … you are paid a lump sum and sent out the door. But now what do you do with it? If you don’t move it to an IRA, be prepared for a huge tax consequence. If you move it to an IRA, how will you invest it?

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