Assessing the new over-65 deduction and its implications for Social Security taxation, as well as new rules for charitable ...

The 2025 Roth IRA contribution limit is $7,000, or $8,000 if you're 50 or older. You can only contribute to a Roth IRA if ...

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

Revenge saving can help younger homebuyers achieve their dream of homeownership, thanks to several strategies.

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 ...

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

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 ...

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 ...