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.

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 ...

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 ...

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 ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Doretha Clemons, Ph.D., MBA, PMP, has been a corporate IT executive and professor for 34 years. She is an adjunct ...

As you get closer to retirement, it becomes increasingly important to understand your options for accessing your pension – ...