I’m the resident Medicare adviser here at Beckett Financial Group, which also assists clients with their financial, retirement and investing needs. Earlier this week, I had a phone call with a client who’s moving here to the Midlands of South Carolina from the Chicago area.
The property she is looking to buy needs some work — it’ll take about $100,000 to do everything she wants to do. She asked if I thought it would be a good idea to cash out the 457(b) retirement plan she has in Illinois, which has a value of about $100,000.
