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 ...

Discover how the pension recalculation date determines lump-sum pension offers and how it's calculated, along with why the timing can affect the total payout.

About 15% of private-sector workers have access to a traditional pension, which they often are able to take as a lump sum instead of an annuity. For anyone edging close to a retirement date, be aware ...

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.

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 might ...

Traditional pensions are an endangered species in the private sector. But if you're lucky enough to have one, you may face a choice at retirement: Take the money as a lump sum, or as a monthly ...

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

Pensions Doctor: our reader wants to know how their pot is treated under the new lump sum allowances Charlene Young is pensions and savings expert at online investment platform AJ Bell. She is a ...