You may fund a health savings account (HSA) with a high-deductible health insurance policy. Contributions to an HSA are ...

Those who decided to take their tax-free cash ahead of the Budget have not attempted to put it back, according to several ...

A fifth of people who withdraw a cash lump sum from their pension pot do so at the age of 55 but do not have a full ...

In addition to reconsidering their investments as they enter retirement, Gen X should be aware of the fees they pay. One ...

Employers are increasingly adopting provisions from SECURE 2.0, a federal retirement law passed in 2022, that may make it ...

Making the first retirement account withdrawal is like achieving most other financial milestones; it requires organization ...

New research from Legal & General (L&G) reveals that one in five (21%) people who withdrew a cash lump sum from their pension ...

Katharine Photiou, managing director of workplace savings at L&G, said: 'People cash out their ... While you are able to withdraw 25 per cent of your pension pot at age 55 tax-free, the remaining ...

A reader wants to know whether their investment withdrawals will be taxed fully or if 25 per cent can be taken tax free ...