Discover how the pension recalculation date determines lump-sum pension offers and how it's calculated, along with why the timing can affect the total payout.

If you're fortunate enough to have a pension at work, make sure you make the most of it. Having enough income in retirement is a primary concern for everyone approaching the end of their careers.

Note: This article is part of Morningstar.com's 2020 special report, "Are You Able to Retire?" A version of this article originally published in April 2019. Corporate ...

I’m often asked how to invest a lump sum of new cash. Should this money be invested in the markets all at once or dollar-cost averaged (DCA) over time? The answer depends on several factors: where the ...

You probably don’t know it, but Social Security can give you a big, lump-sum check for $40,000 or $50,000 or even more — a bonus, like winning a lottery. Should you take the bucks? It’s a complex ...

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 ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Doretha Clemons, Ph.D., MBA, PMP, has been a corporate IT executive and professor for 34 years. She is an adjunct ...

Whether you've received an inheritance, redundancy payment or bonus, investing a lump sum wisely can transform your financial future. Our guide walks you through the essential steps, from preparation ...

Currently, for non-government subscribers with a corpus above Rs 12 lakh, up to 80 percent can be withdrawn as a lump sum either at once or in a phased manner, which includes Systematic Lump Sum ...