‘I Definitely Need Guidance Here.’ I’m 65 and Got an $86K Payout From a Former Employer. I Have 60 Days to Figure Out What to Do With It. Who Can Help?

A 65-year-old recently received a lump sum from a past employer overseas and is seeking professional guidance on managing it. Working with a CFP® professional, who is rigorously trained and held to a fiduciary standard, can provide valuable hourly guidance on tax rules, options and proactive planning for managing a lump sum.

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