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Advice: Choosing a Lump-Sum, Monthly Pension, Or a Bit of Both

Traditionally, employees who took part in an employer-sponsored retirement plan, or pension, had just two choices when it came to disbursement: a lump-sum payout or a monthly pension/annuity. Recently, the Internal Revenue Service (IRS) and the Treasury Department helped create a third option, allowing retirees …

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After DOL Rule Dust Settles, Annuity Industry Will Shine Again

The Department of Labor’s fiduciary rule has been the talk of the annuity and financial industries for months now. With the requirement timeline approaching, the talk will likely be heating up even more through the rest of the year. LifeHealthPro’s Jane Wollman Rusoff wrote about …

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