Retirees facing a $400K lump sum or $2,000/month pension are not just picking a payout style, they are locking in how much risk, flexibility and security they want for the rest of their lives. The ...

Portions of this article were drafted using an in-house natural language generation platform. The article was reviewed, fact-checked and edited by our editorial staff. As investors, we often hear the ...

When you have a pension, you can likely receive it in one of two ways. Choosing annuity payments means you can receive guaranteed income for a lengthy period. Are you ahead, or behind on retirement?

A lump sum payment is a one-time, usually large, payment made to an individual. This can come in the form of an inheritance, legal settlement, or lottery win. The recipient of a lump sum payment gains ...

The U.S. Office of Personnel Management (OPM) recently emailed over 2 million federal employees an offer to pay eight months of salary in exchange for resignation. Initiated by the newly launched ...

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 ...

Filing for a Social Security retroactive lump sum can be tempting – but there are a few caveats. Find out if this retirement strategy is for you Claiming retroactive Social Security benefits can be an ...

When building wealth over time, two primary strategies often take center stage: dollar-cost averaging (DCA) and lump-sum investing. While historical data may favor one approach over the other, the ...

Deciding whether to invest a large sum of money all at once or spread it out over time gives investors two strategies to consider: lump-sum investing and dollar-cost averaging. Both have their ...

2 billion-dollar lottery jackpots for Mega Millions and Powerball were purchased at a Florida Publix. The amount? $1.58 billion and $1.586 billion. In Florida, stores that sell winning Mega Millions ...