State 529 accounts let you invest money for educational purposes and the balance grows tax-free. Withdrawals are tax-free as ...

While most people associate 529 money with college tuition, the plans can cover much more. "Educational supplies, like ...

Now, the OBBBA expands upon these changes to let 529 account holders make more tax-free withdrawals ... taken out of the account to pay for K-12 expenses does not get the benefit of compounding over ...

ABLE accounts let eligible individuals save and invest without losing benefits like Medicaid or SSI. ・Contribution Limits: You can contribute up to $19,000 per year. ・ABLE Age Limits Increasing: The ...

Startup investors and estate planners celebrate as capital gains exclusions jump to $15 million and estate exemptions rise permanently. The new law also doubles 529 plan benefits for private school ...

Discover some expert-backed financial strategies -- including 529 plans and new Trump Accounts -- that can help your children ...

Some states continue to hand out huge tax cuts to millionaires. The five largest tax cuts this year will cost states a total ...

Raising a child can cost over $300,000 from birth to age 17. Here's how to build a financial foundation for your family ...

Today’s baby boomers hold over half of total U.S. household wealth, while their kids hold a much smaller portion, despite ...

Here's some good news for families planning to adopt next year: The IRS is making it cheaper. The 2026 adoption tax credit ...

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its ninth annual Health Savings Account (HSA) Landscape Report, offering an in-depth analysis ...

Also included in this package of tax cuts was a brand-new provision that permits Trump accounts to be established.