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The new tax law establishes "Trump accounts" for kids to help pay for college or other expenses. Experts say the accounts ...

President Donald Trump's mega tax bill will expand the uses for 529 education savings plans, but enough limitations remain to potentially give some investors pause, some experts say. The legislation ...

One of the most strategic ways to combine an IRA with Social Security is to align their objectives. Many financial advisors ...

For example, if you invest $1,000 in a stock ETF today, and your investment climbs to $5,000 in retirement thanks to the ...

An IRA — a tax-advantaged investment account — is a woman’s ticket to closing the retirement savings gap. Here are the main ...

Roth IRAs flip the equation, with contributions being made after-tax (i.e., no deduction), but distributions coming out tax-free in retirement, as long as you’re at least 59½ years old and your Roth ...

Due to the nature of an IRA, the IRS requires you to take required minimum distributions or RMDs, each year once you turn age 72 (for those whose 70th birthday is July 1, 2019, or later). If this wasn ...