When deciding how to receive your pension benefits, you face a choice between a lump sum and an annuity. Each option carries distinct tax implications that can affect your financial situation. A lump ...

Annuities provide retirees and near-retirees with a tax-deferred way to supplement their retirement income. By entering into a contract with an insurance company and making a lump-sum payment or a ...

Vanguard's new 401(k) fund allows select people to buy annuities ...

Brittany Brown is a full-time copywriter writing covering real estate and personal finance topics like budgeting, investing, credit cards, and more. She is currently working to become an accredited ...

This article will explain the rule changes in clear terms and highlight the key operational and tax points you should consider before planning a withdrawal.