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Ep. 204: Kira
Archived series ("HTTP Redirect" status)
Replaced by: The Pete the Planner® Show
When? This feed was archived on November 28, 2017 11:04 (). Last successful fetch was on November 23, 2017 10:36 ()
Why? HTTP Redirect status. The feed permanently redirected to another series.
What now? If you were subscribed to this series when it was replaced, you will now be subscribed to the replacement series. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 191529930 series 1264279
This week, we met Kira.
Kira’s main concerns, in her own words: “My situation is a little unusual. My plan is to sell our house in the next year and move to Nashville, where my daughter lives. We plan to buy a house that will cost us about $800-1,000/month. $5,500 of our income is constant (we think! Our retirement income is from a multi-employer union, so it could be cut at any time) and I plan to work per diem to pay for my health insurance and continue to fund retirement. How much do I need to continue to add to retirement/year?
Also, my pension was frozen December 2014 and when I leave my job, I have the option to take a lump sum of approximately $150,934 (plus accrued interest) or get annuity which is supposed to be about $2,010/month when I turn 65. One factor that concerns me is that my hospital I work for is struggling financially and I am concerned that my annuity may be lost. I have been struggling with the best option.”
The post Ep. 204: Kira appeared first on Pete the Planner®.
206 episodes
Archived series ("HTTP Redirect" status)
Replaced by: The Pete the Planner® Show
When? This feed was archived on November 28, 2017 11:04 (). Last successful fetch was on November 23, 2017 10:36 ()
Why? HTTP Redirect status. The feed permanently redirected to another series.
What now? If you were subscribed to this series when it was replaced, you will now be subscribed to the replacement series. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 191529930 series 1264279
This week, we met Kira.
Kira’s main concerns, in her own words: “My situation is a little unusual. My plan is to sell our house in the next year and move to Nashville, where my daughter lives. We plan to buy a house that will cost us about $800-1,000/month. $5,500 of our income is constant (we think! Our retirement income is from a multi-employer union, so it could be cut at any time) and I plan to work per diem to pay for my health insurance and continue to fund retirement. How much do I need to continue to add to retirement/year?
Also, my pension was frozen December 2014 and when I leave my job, I have the option to take a lump sum of approximately $150,934 (plus accrued interest) or get annuity which is supposed to be about $2,010/month when I turn 65. One factor that concerns me is that my hospital I work for is struggling financially and I am concerned that my annuity may be lost. I have been struggling with the best option.”
The post Ep. 204: Kira appeared first on Pete the Planner®.
206 episodes
All episodes
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