Transitional Relief was to compensate the taxpayer for the closing gap which you mention. Otherwise, somewhere along the line, some profits would have been taxed twice with no gap of a corresponding ...

Act before 5 April 2025 to use this year’s Isa allowance. It’s a simple step to reduce tax, protect your portfolio and set yourself up for better returns. With a few proactive steps, you can ensure ...

However, some retirees might find a more flexible approach to retirement withdrawals more appealing. Strategies that involve ...

A furnished holiday let existed for many years.  Ownership is 50/50, but for tax return purposes owner1 elected to report profits and losses.  Owner 1 ...

The S&P 500’s returns are measured using time-weighted returns (TWR), which don’t account for cash flows like withdrawals. If ...

On average, the optimal portfolio, which is rebalanced monthly, produces 50% more retirement wealth than a balanced fund and 39% more than a TDF. And this extra wealth translates into higher ...

Recent Morningstar estimates suggest that retirees can safely withdraw 3.7% from their nest egg in 2025 instead of following ...

CNO Financial Group, Inc. (NYSE: CNO) has named Joel Koehneman as Chief Accounting Officer, effective January 21, 2025. He ...

It's a new year, and that means that minimum wage earners in Michigan will see increases in their paychecks. Roy Wood Jr.

There are a few changes in federal policies that could affect Canadians’ finances in the new year. Brian Quinlan, a chartered ...

When we turn the page into a new year, you can expect new laws to take effect. So let's walk through what's new in 2025 and ...