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Module 9c

Retirement and Estate Planning > Planning for a Secure Retirement > Module 9c

Module 9c: Starting a New Job

Lynn, age 30, is leaving her current job and starting a new job. She has a lump sum distribution of $3,500. She would like to plan for retirement, but she would also like to pay some bills, take a vacation, and get a new wardrobe.

She is currently earning about 9% on the lump sum. She doesn't know when she will retire, but thinks that age 67 is about right. Lynn's options:

Lynn needs to decide between having a small amount now or waiting until she retires.

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odule 9 - Module 9a | Module 9b | Module 9c | Module 9d