Opinion

I'm a financial planner and dad. A Trump Account isn't the right choice for me but it could be for you — here's why.

Eric Roberge, a financial advisor, weighs the benefits of Trump Accounts against flexible alternatives like 529 plans and taxable investment accounts.
SmartAsset on MSN

Ask an advisor: I'm 43 with $315K in an IRA, $90K in a Roth and maxing my 401(k). Is retirement at 57 realistic?

I am a 43-year-old divorced father. I have $315,000 in a traditional individual retirement account (IRA), $90,000 in a Roth ...

529 plans update: New rule lets families move up to $35,000 into a Roth IRA

A new rule from the SECURE 2.0 Act allows families to move unused money from a 529 college savings plan into a Roth IRA. This ...

529 plans just got a major upgrade. Here’s what high earners need to know

Range reports that the OBBBA will enhance 529 plans in 2026, doubling K-12 distribution limits and expanding eligible ...