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 ...

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

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

It’s finally time to start using the money you managed to save and invest over the years. But be careful: Taxes are just one of the tricky parts.

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

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

The National Pension System (NPS) now allows retirees to systematically withdraw 60% of their corpus while the remainder ...

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 ...

Industry experts want guarantees from the Chancellor that pension savings will not be targeted as she looks to plug a hole in ...

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.