Your children are too young to legally own real estate in their own names, so some kind of guardian or trustee would need to ...

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

Roth IRA conversions have long been a go-to strategy for managing long-term tax liability. By moving funds from a traditional IRA to a Roth IRA — triggering ordinary income tax in the year of ...

Revenge saving can help younger homebuyers achieve their dream of homeownership, thanks to several strategies.

‘I’m in California and plan to stay here’: I’m 61, lost my job and live off my $425K IRA. My house has $650K in equity. Do I ...

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

As a new mom, planning for my daughter’s future is top of mind. Before opening a savings or brokerage account, I asked ...

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

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 ...

Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.

One nice thing about Roth IRAs, as opposed to traditional IRAs, is that you're not forced to take required minimum ...