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

In a letter to Treasury and the IRS, the AICPA requested guidance on language in proposed regulations issued in January.

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

A Roth IRA allows for tax-free growth of retirement savings, potentially reducing the tax burden in retirement. Roth IRAs are only available to single tax filers earning less than $146,000 or ...

Responding to a recent call from a financial advisor in Colorado, the ERISA consultants at the Retirement Learning Center (RLC) address a question on whether children can have Roth IRAs and who can ...

A spousal IRA isn’t a unique type of IRA or a joint account, but instead it is a separate IRA opened and owned in the name of the nonworking or low-income earning spouse. This w ...

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 ...

Parents can contribute up to $5,000 per year per kid into a Trump Account. This figure will be indexed to inflation starting ...

Question: “I want to save more money on my taxes. My wife and I have W2 incomes, no kids and no dependents. I have invested in a 401 (k), HSA and Roth IRA. What other ways can we save on taxes ...