New Trump Accounts In addition to these changes to 529s, the bill simultaneously established Trump Child Accounts. These are a new type of tax-deferred savings plan to which parents and grandparents ...

As a new mom, planning for my daughter’s future is top of mind. Before opening a savings or brokerage account, I asked ...

One Big Beautiful Bill' makes 529 plans more flexible, some skeptics say the education savings plans still may not be ...

The most important strategy for saving for children's college funds is to set up an automatic savings plan as soon as ...

Consider long-term planning: Given the new rollover provisions to Roth IRAs, families can now consider using 529 plans as a dual-purpose savings vehicle for education and retirement. This long-term ...

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As part of the sprawling new tax bill that was signed into law this past weekend, newborn Americans stand to get an early ...

Also, the benefits don't transfer. For example, Arizona allows the 529 plan to be used for K-12 education and converted to a ...

If you’re shopping for the best 529 college savings plan, you may be overthinking the process. The choice should be simple and quick, so that there are no impediments to saving. The goal, after ...

Lawmakers have been calling for some form of investment account for newborns for years with mixed results, but the Trump account aims to solve the dilemma.

Is there a time I should start withdrawing from a Roth IRA or should I just leave it for my heirs? When inheriting a Roth, are there different rules for the spouse versus children?

The budget bill signed into law on Friday includes a provision for investment accounts for newborns. Citizens born between ...