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Brown Cafe UPS Forum
UPS Retirement Topics
UPS Special Pension Buyout Offer - December 2016
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<blockquote data-quote="freeloader" data-source="post: 2374488" data-attributes="member: 12163"><p>In the case of real estate, you would most likely have to pay tax and penalties if there are any, on the lump sum, which could be significant.</p><p></p><p>If you take the lump sum and roll it into an IRA or 401k, then you would not have to pay any tax or penalties, but you would be free to make investment choices within your IRA or 401k. </p><p></p><p>In either case it's a gamble, you may or may not out-perform what it would have done if you left it alone.</p></blockquote><p></p>
[QUOTE="freeloader, post: 2374488, member: 12163"] In the case of real estate, you would most likely have to pay tax and penalties if there are any, on the lump sum, which could be significant. If you take the lump sum and roll it into an IRA or 401k, then you would not have to pay any tax or penalties, but you would be free to make investment choices within your IRA or 401k. In either case it's a gamble, you may or may not out-perform what it would have done if you left it alone. [/QUOTE]
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UPS Special Pension Buyout Offer - December 2016
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