Key Points ・Funding a 529 plan with gifts is a fantastics way to save for college. ・Gift tax rules allow up to $19,000 per ...

Start with Reviewing Your Financial Assets and Estate Plan Tax season is not just a time to fulfill obligations to the IRS; ...

Prepaid tuition plans are a type of 529 plan that allows you to set aside money now for your child’s college education.

A relatively new option, the Achieving a Better Life Experience (ABLE) savings accounts were first created in 2014 as ...

Generational wealth -- the various financial assets that are passed down through families to children, grandchildren and ...

When you think about why you need a financial advisor, some people shrug off this idea and say they can manage their finances ...

If you've invested in a traditional IRA, you probably took time to read the fine print before signing your name on the dotted ...

With the new administration in office, discussions around potentially eliminating the step-up in basis are gaining momentum.

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for ...

Q4 2024 Earnings Conference Call March 18, 2025 8:30 AM ETCompany ParticipantsRobert Berg - Head of IRSam Darwish - ...

You might think you’re covering all bases by creating a will, but you may want to branch out to other options.