If you take your UCRP as a lump sum, you also need to craft an investment strategy for a significant amount of your retirement assets. When putting your portfolio together, it’s important to take into account factors like proper asset allocation, risk tolerance, time horizon (i.e. when you need the money), investment preferences, and potential tax consequences. If this sounds challenging, it may make sense to enlist the help of a financial professional who’s experienced in the investment arena.
Insight Wealth Strategies, LLC is not affiliated with Lawrence Livermore National Laboratory