Retiring early, years before the average age of 65, has often been considered something for Millennials working in high-tech ...

Deciding whether to take a lump sum or accept guaranteed monthly payments with a pension is an age-old retirement question.

Deciding between taking a lump sum or monthly payments involves assessing a number of factors, including some that are difficult to quantify. The two most important considerations may be when you will ...

Taking a lump sum from your pension can be a fantastic way to pay off your mortgage, help out the kids or boost your savings. But understanding the rules is crucial if you want to make the most of ...

Anyone making plans for their pension lump sum might need to think again by April 6, 2028. From this date, the minimum age you can access your private pensions will change, leaving those in their ...

Many retirees have portfolios that look healthy on paper. But don’t forget about outstanding mortgages. Consider a couple ...

A 63-year-old hospital vice president has roughly six weeks to lock in her pension election. Her plan offers two paths: a ...

The math on when and how to retire is shifting for millions of workers with pension plans. Blame the steep rise in interest rates. When workers retire with a pension, many are given a choice between ...

For many pension plan participants who have not started benefits, the equivalent lump sum benefit amount of their monthly pension in single-employer DB plans will abruptly fall. The culprit is ...