Dear Quentin, When I leave my job, would I be better off taking a $61,000 lump sum to roll over into an existing IRA or, ...

Here's what to consider when deciding between a lump sum payout or fixed monthly pension income.

It will probably tell you to turn down a lump sum and be very nice to your surviving spouse. ... Maximize Your Pension With This Calculator. ByWilliam Baldwin, Senior Contributor.

T he 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 ...

This includes being able to take some of your pension as a cash lump sum, with 25pc of this being tax-free. Here, Telegraph ...

Pension calculator. Forbes. In GE’s case, there’s another factor at work. ... GE notes that the lump-sum offer is a good one for a retiree who is either in need of liquidity or in poor health.

The tables used to calculate lump sums assume that a 65-year-old man or woman will live 19.4 more years, a 60-year old will live 23.5 more years, a 55-year-old will live 28 years and a 50-year-old ...

Looming inheritance tax rule changes are expected to trigger more demand for pension cash among younger retirees in coming ...

Most qualified DB plans convert lump sums using rules dictated by IRS code section 417(e), which specifies the interest rates and mortality tables required to calculate minimum lump sum conversions.

If you’re entitled to a pension from a former employer, don't be surprised if you receive a letter offering you a lump sum payout. New rules that will take full effect next year allow plan ...

Some pension plans offer a hybrid option that combines the benefits of both a lump sum and an annuity. For example, you might choose to take 30 percent of your pension as a lump sum and convert ...

Calculate the 'Richness' of Your Pension. Even if you're leaning toward a given strategy, ... Enter the lump sum balance offered from the pension plan, your life expectancy factor from above, ...