Taking a lump sum from your pension can be a fantastic way to pay off your mortgage, help out the kids or boost your savings. But understanding the rules is crucial if you want to make the most of ...

Filing for a Social Security retroactive lump sum can be tempting – but there are a few caveats. Find out if this retirement strategy is for you Claiming retroactive Social Security benefits can be an ...

Do not take tax-free cash out of your pension unless you have a clear plan for your hard-earned retirement savings. That is the message being relentlessly hammered home by pension experts, who are ...

What Is a Social Security Lump Sum Payout? Social Security retirement benefits are paid monthly. However, if you’ve passed your full retirement age and have not yet filed, you can claim retroactive ...