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

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

Many employers allow you to invest pre-tax money in your IRA right from your paycheck, so it’s easy and convenient. However, you’ll pay taxes on that money when you withdraw it, and possibly penalties ...

The One Big Beautiful Bill Act (OBBBA), signed into law by President Donald Trump over the July 4, 2025, weekend, is a ...

9 Completely Legal Ways to Avoid Taxes on IRA Withdrawals While you have to pay tax when you withdraw money from an IRA, you can reduce what you owe with a little planning.

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 ...

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 ...

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

Some heirs are considered "eligible designated beneficiaries," and the 10-year rule does not apply to them. These include ...