David wonders if his wife, Linda, should take a lump sum while her questionable company still has the money — or whether his worries are outpacing any actual risk.

David wonders if his wife, Linda, should take a lump sum while her questionable company still has the money — or whether his ...

Quick Read A $2,400/month pension covering 27% of expenses at age 65 allows withdrawal rates to increase from 4% to 4.5–5% ...

Here’s a look at how pension income will be treated at tax time.

Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, economics, and public policy. Peter began covering markets at Multex (Reuters) and has ...

Pension's key advantage: A $2,400 monthly pension covering 40%+ of expenses reduces portfolio pressure, allowing higher safe withdrawal rates. COLA impact matters: A COLA-adjusted pension preserves ...

What is a pension? Simple question and a slightly more complex answer than you may think. When most people think about pensions, they imagine someone who spent 30 years working at the factory, then ...

Criminals exploit confusion or anxiety over new IHT rules by offering a ‘safe haven’ for savings pots ...

I have the notion my civil service pension is being underpaid. I was employed in the Civil Service from 1960-2000, with a short break when I resigned in 1965 and rejoined the following year. My ...