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

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 ...

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

As many as 10% choose to take out their entire pension as soon as they are able to, according to Legal & General.

Penalty-free retirement distributions, casualty loss deductions and delayed tax filing and payments can all provide some ...

If you’ve been affected by a major disaster, such as the wildfires in California, you may be eligible to tap your retirement ...

Last week the Treasury Committee launched a call for evidence on the Lifetime ISA, a type of tax-free savings account that helps people save for a house purchase as well as a pension.

As far as life’s bureaucratic frustrations go, having to deal with an emergency tax code is right up there with unfair ...

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

What does retirement look like if you had $2M or $15M? How different time horizons and levels of wealth help determine how much is enough to retire.