Monthly pension payments are a fixed dollar amount. They begin at retirement and last until a retiree's death. Some plans offer a survivor's benefit for a living spouse. A lump sum distribution is a ...

Retirees facing a $400K lump sum or $2,000/month pension are not just picking a payout style, they are locking in how much risk, flexibility and security they want for the rest of their lives. The ...

Corporate employers have largely favored lump sum offerings as a means to settle pension liabilities, but changing market conditions could buck the trend this year. Terry Dunne, managing director for ...

Taking advantage of the special tax break for net unrealized appreciation on lump-sum distributions from a retirement plan most often was a fairly simple decision, but given all the tax changes that ...

Taxes are owed on retirement account contributions because those distributions are income similar to any other income you earn. The Tampa Bay Times e-Newspaper is a digital replica of the printed ...

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.