A reader is concerned about the future of the tax-free lump sum, which was subject to speculation at the Budget ...

Buying gilts (government debt) is another alternative to interest-bearing deposit accounts. Older gilts pay very low coupons — or interest — taxed at your marginal income tax rate. To compensate, ...

Before you start, there are some overarching principles of lump sum investing to keep in mind. Receiving a large sum of money ...

Deciding whether to take a $400,000 lump sum or monthly pension benefit of $2,000 requires calculating the relative value of each option. Generally speaking, the sooner you can receive the lump sum, ...

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 ...