The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing


Subject:  Re: Lump Sum vs Pension Annuity Date:  3/23/2011  3:22 PM
Author:  pauleckler Number:  68694 of 88831

There has not been much mention of taxes in this thread other than an assumption that the lump sum could be rolled into a traditional IRA. This is true for 401Ks but is it true for lump sum pension payouts ?

In my case, yes the pension lump sum from a qualified pension plan could be rolled over to an IRA.

So I would say yes (unless the rules have changed since 1989).
Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us