Ostensibly created to help people save for retirement (IRAs, 401ks), health care (HSAs, FSAs) and college (529s), most of those alphabet-soup accounts are tailor-made for tax avoidance. Roth IRAs are ...

Take control of your finances in 2026 with these expert strategies. Learn about the 529-to-Roth IRA rollover, the Rule of 55, ...

Answer: You aren’t really facing a choice between financing the ADU and using your own resources. You’ll pay for it either way. Bridge loans are short-term financing that typically must be repaid ...

Plus: TIGTA worries about tax filing season, the Taxpayer Advocate says that backlogs are still a problem, evaluating Trump accounts, tax trivia and more.

The accounts will be able to accept their first contributions in just a few months.

Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, and portfolio mix still matter.

This article explores the strategic use of this election, highlighting its potential to optimize tax outcomes for both trusts ...