Here’s when the move does and doesn’t make sense.

Lump-sum payments can describe a bulk payment to acquire a group of items, such as a company paying one sum for the inventory ...

Quick ReadMedicare sets premiums using your MAGI from two years prior, so a $350,000 pension lump sum can spike Part B costs ...

Deciding when to access your pension is one of the biggest financial decisions you’ll make, but not everyone gets it right.

If you are facing the choice between a large lump sum or monthly payments, you'll likely want to consider several key factors before making a decision. One concern is when you will receive the money, ...

Should they move the pension as a lump sum?

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. One of the most significant decisions anyone with a ...

Not many retirees or would-be retirees may be aware of this, but it’s possible to receive a lump-sum payment from their Social Security benefits – under the right conditions. If you have clients who ...

Over 55s could leave themselves £63,000 worse off by taking their 25% pension tax-free lump sum early rather than leaving it invested, new research suggests. Someone aged 55 who decided to take out ...

Whether you take cash, buy an annuity or do both, your retirement lump-sum decision should be guided by your long-term income ...