A 403(b) plan is a valuable tool for retirement, providing a variety of options to manage and distribute your savings. After ...

A distribution policy is a helpful tool for ESOP companies to comply with distribution requirements while retaining maximum flexibility. In a prior article, we reviewed the rules governing ESOP ...

Taxes are owed on retirement account contributions because those distributions are income similar to any other income you earn. The Tampa Bay Times e-Newspaper is a digital replica of the printed ...

Taking advantage of the special tax break for net unrealized appreciation on lump-sum distributions from a retirement plan most often was a fairly simple decision, but given all the tax changes that ...

Corporate employers have largely favored lump sum offerings as a means to settle pension liabilities, but changing market conditions could buck the trend this year. Terry Dunne, managing director for ...

Retirees facing a $400K lump sum or $2,000/month pension are not just picking a payout style, they are locking in how much risk, flexibility and security they want for the rest of their lives. The ...