Forbes

401(k) Lump Sums: What You Need to Know

When you're ready to change jobs or retire, should you take your 401(k) in a lump sum? In many cases, taking a lump sum is the worst thing you can do. You may not be able to manage the money ...
Forbes

Dollar Cost Averaging Vs. Lump Sum Investing—How To Decide

Recently, several friends and subscribers to my YouTube channel have asked me about dollar cost averaging. They want to know whether they should invest a windfall immediately, as one lump sum, or over ...
The Motley Fool

How You Can Get Lump-Sum Social Security Payments

Find out how much money you might be able to get at one time. Making the most of Social Security is essential, especially if you're in or approaching retirement. The monthly payments will provide you ...
Investopedia

Lump-Sum Distribution: What It Is and How It Works

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...
Investopedia

McClellan Summation Index: What it is, How it Works

Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...