You hear it all the time with big lottery winners, they choose to take the lump sum instead of the yearly payout. A big pile of cash all at once sounds fun, right? But should you treat your pension ...

Buyout decisions have become increasingly common for those with a pension plan. If you get this offer, the most important questions to deal with include when you would you receive the payout, and how ...

The couple holds $4.8M to $5M in retirement assets without counting home equity. The husband’s pension offers $2.9M lump sum at 60 or $15,600 monthly with survivor benefits. Their annual retirement ...

I’ve read that the Social Security Administration offers a lump-sum payment to new retirees who need some extra cash. I haven’t yet filed for my retirement benefits and would like to find out if this ...

This article will explain the rule changes in clear terms and highlight the key operational and tax points you should ...

Balancing your dream holiday with long-term security When the unexpected happens, and a significant sum of money lands in ...