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 ...

The law created a new tax-advantaged account that comes with a pre-loaded investment of $1,000 from the US Treasury. Every ...

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

Taking withdrawals from an individual retirement account (IRA) before you reach age 59 1/2 is generally considered an early distribution or withdrawal. You want to avoid early distributions because ...

The budget bill signed into law on Friday includes a provision for investment accounts for newborns. Citizens born between ...

A Gold IRA offers similar tax treatment to other IRAs, but the rules depend on whether it’s set up as Traditional or Roth.

Parents can contribute up to $5,000 per year per kid into a Trump Account. This figure will be indexed to inflation starting ...

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 ...

Answer: Generally speaking, it makes the most sense to consider a Roth conversion when your current tax rate is lower than ...

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