Taking a lump sum from your pension can be a fantastic way to pay off your mortgage, help out the kids or boost your savings. But understanding the rules is crucial if you want to make the most of ...

As you get closer to retirement, it becomes increasingly important to understand your options for accessing your pension – and how much tax you’ll need to pay. Following the introduction of pension ...

Filing for a Social Security retroactive lump sum can be tempting – but there are a few caveats. Find out if this retirement strategy is for you Claiming retroactive Social Security benefits can be an ...

Rachel Reeves has been warned that cutting the tax-free amount people can withdraw from their pension pots would be self-defeating and “hit responsible savers who have diligently put money aside”. The ...