You can get up to six months of retroactive benefits in a lump sum from Social Security, but should you?

Buyout decisions have become increasingly common for those with a pension plan. If you get this offer, the most important questions to deal with include when you would you receive the payout, and how ...

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 ...

It can be tempting to take a lump sum when you’re able to cash out a pension. Taking the money means you can use it immediately, and it could be your ticket to an early retirement. Do a break-even ...

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 ...