Under the final iteration, the so-called Trump accounts are custodial individual retirement accounts for kids, with special ...

President Donald Trump signed his new tax law on July 4, which included a provision that creates and funds investment accounts for babies born in the next few years. The accounts will be allowed to co ...

Shannon Liu Shair started 529s for each of her two kids when they were born and both accounts have grown to $100,000.

Roth IRAs can be an attractive addition to your portfolio, but boy, are they surrounded by rules and regulations. It's easy ...

Given the number of rules surrounding Roth IRAs, sometimes it may be hard to separate fact from fiction. Regardless of age, a ...

One nice thing about Roth IRAs, as opposed to traditional IRAs, is that you're not forced to take required minimum ...

The Trump Accounts Contribution Pilot Program starts eligible kids off with a one-time $1,000 credit. The money comes from ...

Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.

Both a Roth IRA and a 529 Plan are valid ways to save for a college education. Each has unique benefits and limitations. Starting in 2024, unused funds in a 529 account may be converted into a Roth ...

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 ...

Under the bill, Trump accounts will be IRAs (but not Roth IRAs) for the exclusive benefit of individuals under 18. Contributions can only be made in calendar years before the beneficiary turns 18 and ...

What to consider when choosing between a Roth IRA and a 401(k). There's no rule saying you can't invest in both.