News

During May, the average annuity purchase cost across all insurers in Milliman’s index increased to 104.4% from 104.1%. The ...
Many companies providing retirement plans have started giving former employees the option to take a pension buyout in a bid to remove existing pension obligations from their balance sheets.
Carlyle AlpInvest is providing liquidity to a private equity strategy run on behalf of a major UK pension fund, the latest ...
A new guide from the Consumer Financial Protection Bureau charts the complex twists and turns involved in a pension buyout—especially the trade-offs individuals face between lump sums and lifetime ...
Taxes - If you take your pension buyout as a lump sum, it will be taxable as ordinary income, unless you roll it over to an IRA or an employer's qualified retirement plan.
Which is better: buyouts or pensions? It’s the kind of high-value advice that makes employees appreciate why they pay a financial planner. The right decision can be a retirement game-changer — and so ...
A reader (age 62) recently asked me if he should take a lump-sum pension buyout from his retirement plan. He has two choices: Take a one-time, lump-sum payment of $78,000 Immediately start a ...
(MoneyWatch) My last post analyzed a reader's pension buyout offer, and showed that "Jim" would most likely receive a higher retirement income by simply staying in the plan until retirement and ...
Buyout decisions have become increasingly common for those with a pension plan. If you get this offer, the most important questions to deal with include when you would you receive the payout ...
Four out of five plan sponsors surveyed reported that they were likelier to consider an annuity buyout now that there had been several big, well-publicized instances of major corporations entering ...