Financial adviser Devin Carroll got right to work over the Fourth of July weekend assessing his clients' tax obligations after the Republican megabill was signed. The professional software he uses to ...

Explore the advantages of a Roth IRA, a flexible retirement savings account that enables tax-free growth and withdrawals.

Vermont state officials are hoping a new tax credit will make them more attractive to military veterans and their families.

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

The new tax law establishes "Trump accounts" for kids to help pay for college or other expenses. But financial experts say ...

Financial advisers often use their software to run multiple scenarios for clients for planning purposes. The breakdowns they get back allow them to compare all the variables side by side and see which ...

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

A 401 (k) is an employer-sponsored retirement plan that allows employees to save a portion of their salary, usually on a ...

Fact checked by Vikki Velasquez For Generation X—those born between 1965 and 1980—retirement is looming. Yet, this generation, more than others, has faced tough challenges preparing for the years ...

One Big Beautiful Bill' makes 529 plans more flexible, some skeptics say the education savings plans still may not be ...

Many Americans fall behind on retirement without realizing it. Learn four key mistakes to avoid, and how to fix them.

Lawmakers may disclose as much as they wish, but most chose to reveal as little as possible and reported only the $1,000 ...