Forbes contributors publish independent expert analyses and insights. I am passionate about pensions, recessions, IRAs and retirement. Recent changes by the IRS have perked up interest in companies ...

One-Time Investment vs SIP explained simply with Rs 50,000 lump-sum and Rs 2,000 monthly examples, showing how saving, ...

FD vs. Lump Sum: If you have a lump sum of ₹10 lakh, the question arises: should you put it into a Fixed Deposit (FD) or invest it as a lump sum in equity mutual funds? FD returns are fixed, and the ...

Is a lump sum offer from an employer a better choice than a pension annuity for life? The former provides an immediate up-front amount (say $300,000), but the pension annuity gives you a stream of ...

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, and how ...

What Is a Social Security Lump Sum Payout? Social Security retirement benefits are paid monthly. However, if you've passed your full retirement age and have not yet filed, you can claim retroactive ...

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 ...

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 ...

The military retirement system has long been considered one of the best retirement offerings around. Unlike most of us who “hope” to retire in our 60s, after 20 years of service, military personnel ...

As an adviser, you want your clients to experience the best possible investing outcomes from one year to the next. One way to ensure they will see better results based on one specific metric is to ...