Questions to ask yourself as you look at pension funds include: What will be the effect of inflation on the purchasing power ...

The couple holds $4.8M to $5M in retirement assets without counting home equity. The husband’s pension offers $2.9M lump sum at 60 or $15,600 monthly with survivor benefits. Their annual retirement ...

You hear it all the time with big lottery winners, they choose to take the lump sum instead of the yearly payout. A big pile of cash all at once sounds fun, right? But should you treat your pension ...

Many employers are looking to rid themselves of costly pension liabilities and, increasingly, they’re offering to pay departing employees a lump sum in lieu of a lifetime annuity payout. Figuring out ...

In terms of tax, when you reach your NMPA you will be able to access up to a quarter of your pot tax-free, up to a maximum of ...