Learn what a hardship withdrawal is, who qualifies, how it’s taxed and smarter ways to handle financial emergencies without draining your 401(k).

If you’re spending time and energy on your retirement savings, that time and energy largely revolves around how to make those ...

The Office of the Pension Funds Adjudicator (OPFA) has dismissed two complaints from members who were unhappy with their ...

The new EPFO regulations make withdrawals easier, but also lock up 25% of your PF until retirement. Find out whats new, whats excellent, and the reasons for the dissatisfaction of many employed ...

BRITS have received £48.5million back from HMRC after being overtaxed on their pension withdrawals. Over 13,700 claims worth ...

Let’s say, for example, that you just discovered your deceased father’s Individual Retirement Account ( IRA ), which had ...

Britons reclaimed almost £50million in overpaid tax on pension withdrawals between July and September 2025, according to the latest figures from HMRC. More than 13,700 savers submitted reclaim forms ...

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

Recently I was the spousal beneficiary of my wife's IRA. I went over the options with the major financial group holding the IRA. I made a choice based on the information given, but I admit published ...

A prominent Labour group of which chancellor Rachel Reeves is a member has suggested more than halving the maximum amount of ...

Bob Gorman felt forced into taking his pension lump sum early last year - and now feels conflicted because his partner is ...

A qualified charitable distribution is a direct transfer from your pretax IRA to a qualified charity. Instead of withdrawing the money and then donating it, which counts as taxable income because it ...