The Rule of 55 lets you access your 401(k) retirement funds early. When paired with other strategies, it could help you kiss ...

If you participate in a pension plan through your workplace, you'll have to decide how you want to receive the payout when you retire. Pension plans typically offer two disbursement options: an ...

As traditional pension plans have largely disappeared over the years, many Baby Boomers heading into retirement today will by relying on cash balance pension plans instead. Understanding how to make ...

A friend of the family sought my advice. When starting his first real job, he faced an unusual (although not unique) decision. He could join his company’s pension plan, or he could establish a 401(k) ...

Often, one of a client’s biggest goals is making sure their spouse is protected if they pass away. Choosing the best distribution option for your pension when you retire is an important decision. Many ...