Currently, those over the age of 55 can take 25 per cent of their pension pot tax-free up to a £268,275 cap. There are ...

Dear Quentin, I’m in my 50s and am planning to sell my condo soon, and I will have a lump sum of $130,000 to invest. What is ...

You may be saving more in an easy-to-contribute retirement savings vehicle, but you're giving up a great deal of flexibility.

Everyone's retirement situation differs and there's no paint-by-numbers guide to pulling money in a foolproof sequence.

In your 70s, it's time to put your retirement plan into action. Here are some tips on how to maximize your success.

Maximize savings before the year ends.

Learn 401(k) hardship withdrawal rules, qualified reasons, penalties and alternatives. See if you qualify and how it impacts ...

It’s human nature to wait until the last minute rather than plan ahead—perhaps especially when it comes to retirement planning. There’s always plenty of other excellent uses for your money, until ...

Question: “I have been toying with the idea of using some of my 401(k) money to secure my mom’s house. My mom took out a reverse mortgage but exhausted her access once it reached $560,000. The home ...

Q: I purchased a new home which as bank-owned and was being sold “as-is.” On the day of the home inspection, there was no hot water, because the bank refused to turn on the gas service. Because of ...

Retiring to a state with no income tax can save thousands of dollars annually on your Social Security, pension and retirement account withdrawals. I asked ChatGPT to pick the best places to live where ...