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Understanding Lump Sum Savings: Benefits, Risks, and Tax Implications

This article discusses the advantages and disadvantages of lump sum savings events, focusing on the elimination of reinvestment and credit risks, tax implications, and inflation protection. Learn how to optimize your savings strategy.

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Understanding Lump Sum Savings: Benefits, Risks, and Tax Implications

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  1. Larry Stafford BA 543

  2. Source: Wall Street Journal

  3. What good are they? • Lump Sum Savings Events • Eliminate Reinvestment Risk • No Credit Risk • Taxes • The Good • The Bad • The Ugly

  4. Source: US BLS

  5. What good are they? • Removing Risk of Inflation • No Credit Risk Investments • Taxes • Pay as you go

  6. You Want How Much For That 80’s Rock Cassette Tape? • 1997: US Treasury Began Offering TIPS

  7. Source: US BLS

  8. Applause and Questions Larry Stafford BA 543

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