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 ...

Forbes contributors publish independent expert analyses and insights. I am passionate about pensions, recessions, IRAs and retirement. Recent changes by the IRS have perked up interest in companies ...

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.

Note: This article is part of Morningstar.com's 2020 special report, "Are You Able to Retire?" A version of this article originally published in April 2019. Corporate ...

Read this if you're thinking about retiring and taking the lump-sum option Clay Halton was a Business Editor at Investopedia and has been working in the finance publishing field for more than five ...

Lottery payments work in one of two ways: you get a lump sum or stream of annuity payments. Taxation varies by payout and can lower winnings by up to 50%. Winning the lottery would be a huge deal for ...

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 ...

Anam Bilgrami does not work for, consult, own shares in or receive funding from any company or organization that would benefit from this article, and has disclosed no relevant affiliations beyond ...

The military retirement system has long been considered one of the best retirement offerings around. Unlike most of us who “hope” to retire in our 60s, after 20 years of service, military personnel ...

There’s an age-old debate among investors about whether it’s better to invest one lump sum as soon as possible, or spread out your investments over time. The reason the debate still continues is that ...