You can certainly take a lump-sum payout ... IRA to buy something called an "immediate annuity" from an insurance company. Don't confuse this type of annuity with the ones people use as tax ...

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...

A lump sum is a one-time payment representing ... you’ll owe income tax on the entire amount unless you roll it over into an ...

Some people choose to take a lump sum and roll it into an IRA, managing ... but spousal payouts are important for many married couples. What are the potential tax implications (e.g., will your ...

While the idea of receiving lifetime pension payments from your former employer sounds enticing, a rollover to an IRA ... table of benefits. Would You Trust an Annuity’s Insurer More? A lump-sum ...

IRAs are tax-advantaged retirement accounts that accept pre-tax contributions. With traditional IRAs, account holders pay taxes on withdrawals ... funds in a lump sum Withdraw all the money ...

Note that you are not allowed to transfer the assets into an existing IRA account, if you have one. The second option is to take a lump sum ... tax consequences. In most cases, you’ll have to ...

Of course, the same can be said about taking a lump sum payout ... tax hit in one big chunk. If you plan to use this money to fund future spending, it's usually best to roll it into an IRA ...

Provided the employer's retirement plan is a qualified plan under §401(a), such as pension, profit-sharing, 401(k), or stock-bonus plans, and the client takes a lump-sum distribution of the full ...