Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

The Internal Revenue Service (IRS) requires employers and employees alike to use specific tax forms to accurately record ...

More families could be faced with paying fines and penalties for late payment of inheritance tax (IHT) because of delays by pension providers under current Government rules. Currently, if you are a ...

Explore our complete guide to how every state taxes retirement income — including pensions, IRA and 401(k) withdrawals, and ...

Every year, thousands of savers take advantage of pension freedoms rules to withdraw tax-free lump sums from their pots. Speculation ahead of next month’s Budget that the lump sum may be cut or ...

France’s opposition Socialist Party said Wednesday it would push for a so-called "Zucman tax" targeting the country’s richest individuals, a day after Prime Minister Sébastien Lecornu agreed to ...

State pensioners have been warned they may shortly receive a tax bill from HMRC. With state pension rates climbing, increasing numbers of pensioners are being drawn into paying income tax. You can ...

I have written to you before and you were able to provide clarification regarding ex-spouse benefits. I now have two additional questions. I understand that once I decide which month I would like my ...

British expatriates with substantial UK pension funds face a major change in the coming years. From April 2027, UK pensions will become subject to inheritance tax (IHT), a reform that could ...

Most states offer at least one tax break to retirees but some exempt multiple forms of retirement income and eight states have no income tax at all.

Brits are being encouraged to explore a little-known retirement strategy that involves postponing their state pension. This approach not only ensures no tax is deducted during the postponement period ...