Another way to reduce your estate size is to donate assets during your lifetime. You’re allowed to gift up to R100 000 per ...

More than 1.1 million savers over state pension age are facing a tax bill for interest earned on their pots of cash, according to HM Revenue ...

There a fears that the Chancellor will move to cut the tax-free pension lump sum, which currently allows people to take 25 ...

One structure drawing attention is the investment bond. Unlike fixed-interest bonds that pay a set rate, investment bonds are ...

State lawmakers in Ohio are set to consider legislation that would take a meaningful step toward protecting taxpayers from ...

Understanding which 'big, beautiful bill' tax changes apply can help you navigate new rules now and plan finances and tax ...

Learn how to avoid tax mistakes retirees make, from misreporting Social Security income to overpaying state taxes, and keep ...

The government is pressing ahead with plans to charge inheritance tax on pensions but there are warnings that it will be ...

Sponsor: Safe Harbor Wealth Advisors Social security is often seen as a tax-free retirement income, but it may surprise you ...

Among the many changes tucked into the One Big Beautiful Bill Act (OBBBA), one stands out for both its novelty and ...

Tax advisors can play a significant role in alerting clients to the availability of various options and strategies for an ...

Even if you don’t have a 401(k), you can still build a strong retirement plan. Here’s how to use IRAs, Solo 401(k)s, and ...