Glen and Harriett Hager have done a lot of estate planning. But they want to get their finances set in case one of them becomes incapacitated.

If you're in early retirement - or close to it - you don't want to gloss over the announcement of new tax brackets for 2026 as next year's problem. While there's not much surprise to the numbers, ...

Parents need better ways to transfer wealth to children and effectively grow that money in the most tax-efficient manner ...

Key Points ・Custodial investment accounts (UMGA and UTMA) are taxable investing alternatives to 529 plans and Roth IRAs ・These accounts act as traditional brokerages for your children ・New tools allow ...

Trump Accounts come with $1,000 seed deposits for babies born between 2025 and 2028. These accounts could be even more ...

With hundreds of provisions, the recently enacted One Big Beautiful Bill Act is certainly big. That being said, it’s not exactly the SECURE 3.0 Act, either. For instance, it doesn’t contain any direct ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. The humble Roth IRA is a widely owned, but under-utilized ...

Financial expert Suze Orman is urging Americans not to wait when it comes to opening a Roth IRA. Even if you only have a single dollar to contribute, she says in a recent episode of her "Women & Money ...

Roth IRA conversions are a hot topic, with an aging population and retirees trying to limit their tax burdens. When you contribute to a traditional individual retirement account, 401(k) or 403(b), ...

Most teenagers probably aren't thinking about saving for retirement, buying a home, or even paying for college when they start their first jobs. Yet a first job can present an ideal opportunity to ...

There are not nine separate types of individual retirement accounts (IRA), but there are at least nine clear doorways that lead to IRAs. For example, there's no retirement account specifically called ...

People from different walks of life need different types of IRAs. With a spousal IRA, it's possible to build a retirement account of your own, even if you're not working. A Roth IRA for kids allows ...