Deriving ALFs from Lump-Sum Valuations – A Response to Ofcom’s Second Consultation

Ofcom seeks to convert its estimate of the lump-sum spectrum value into annuities using its... the adoption of CPI instead of RPI to index the real annuity; and changes to the tax...

Pension lump-sum payouts and your retirement security

Should you take a lump sum in order to buy a private annuity? If you want an annuity that... Some 401(k) plans offer an option to convert your savings into a lifetime monthly pension...

Offering a Lump-Sum Payment Option to Retirees Currently Receiving Annuity Payme

Although the treatment under § 401(a)(9) of such a right to convert a current annuity into an immediate lump sum payment has not been addressed explicitly in regulations or other generally...

Lump Sum vs. Annuity: Which Should You Take?

If you win the lottery or have a pension, you may have to choose between a lump sum payment vs annuity. Which one gets you the most money?

Time value of money

A typical coupon bond is composed of two types of payments: a stream of coupon payments similar to an annuity, and a lump-sum return of capital at the end of the bond's maturity—that is...

Use of Lump Sum Payments to Replace Lifetime Income Being Received By Retirees Under Defined Benefit Pens....

elect to convert that annuity into a lump sum that is payable immediately. 1 These arrangements are sometimes referred to as lump sum risk-transferring programs because longevity risk and...

Can I take a lump sum from my pension? - Which?

You can take a tax-free lump sum from your pension at age 55. Find out how to take a lump sum from your state pension, workplace pension or private pension.

Income annuities can provide guaranteed income for life. - Welcome to TruStage

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MEMBERS® Single Premium Immediate Annuity - Welcome to TruStage

Help clients turn a lump sum into guaranteed lifetime income. A Single Premium Immediate Annuity from TruStage can provide security and peace of mind in retirement.

Retirement withdrawal - lump sum or income stream | Australian Taxation Office

Retirement withdrawal - lump sum or income stream · Calculating your personal transfer balance cap · Transfer balance account · Excess transfer balance · Transfer balance cap - capped defined benefit income streams ; Retirement withdrawal - lump sum or income stream · Calculating your personal transfer balance cap · Transfer balance account · Excess transfer balance · Transfer balance cap - capped defined benefit income streams