Lump sum vs. annuity: 6 factors to consider when making your decision. Everyone’s financial situation is different, so it’s important to consider a few key factors — such as tax implications ...

Of course, not all pensions have a lump sum option, which means you have no choice but to accept an annuity payment. If that is you, there are a few things to consider before selecting your ...

A lump sum provides immediate access to your funds, while an annuity offers a steady income stream. Understanding the tax consequences of each choice is essential for effective pension planning ...

Q: Your article about lump sum versus annuity seems to miss the most important part of that decision, namely, how much is the lump sum compared to the annuity? Some companies might offer a lump ...

Lump Sum Versus Annuity Payments. To help make this simple, you’ll want to remember that a lump-sum payment would be a one-time payment from a pension administrator.

Dear Quentin, When I leave my job, would I be better off taking a $61,000 lump sum to roll over into an existing IRA or, ...

We had several clients (and new ones seeking guidance on this decision) ultimately push retirement up by 1-2 years because if they didn’t take the lump-sum offer ASAP, for example, a lump-sum ...

Deciding between a $500,000 lump sum or $3,500 monthly annuity payments for your pension isn’t straightforward and involves weighing several personal factors. You need to consider how long you ...

Learn the key differences between immediate and deferred annuities and how each may fit into your retirement strategy.

Lump sum vs. annuity: 6 factors to consider when making your decision. Everyone’s financial situation is different, so it’s important to consider a few key factors — such as tax implications ...

Lump Sum Versus Annuity Payments. To help make this simple, you’ll want to remember that a lump-sum payment would be a one-time payment from a pension administrator.

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 ...