Forbes contributors publish independent expert analyses and insights. I am passionate about pensions, recessions, IRAs and retirement. Aug 09, 2022, 10:36am EDT Aug 09, 2022, 04:24pm EDT This article ...

Deciding whether to take a $400,000 lump sum or monthly pension benefit of $2,000 requires calculating the relative value of each option. Generally speaking, the sooner you can receive the lump sum, ...

The decision of whether to take a lump sum or an annuity from your pension can be overwhelming. It’s a choice that significantly impacts your financial future, and there’s no one-size-fits-all answer.

When your pension matures, there are multiple distribution options that you can choose from. Unfortunately, many of these distribution methods result in a tax liability that reduces your payout.

Deciding between taking a lump sum or monthly payments involves assessing a number of factors, including some that are difficult to quantify. The two most important considerations may be when you will ...

Deciding between a $500,000 lump sum or $3,500 monthly annuity payments for your pension isn’t straightforward and involves weighing several personal factors. You need to consider how long you might ...

We all have regrets. But for people who claimed Social Security early and now wish they hadn’t, there’s a do-over solution that can reverse an early claiming decision and result in larger future ...