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Tag: Retirement lumpsum

How Much Is Left Of Your Pension Once The Taxman Takes His Cut At Retirement?

Paul is retiring this year… He approached us with the following financial planning dilemma: Should he take the full one third allowed to him in cash and pay the tax (if any), or Should he take only the tax-free portion of the one third he is allowed? To answer this question, let’s take a look […]

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