In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers four questions on 529 plans and transferring funds to a Roth IRA. Profit and prosper with the best of expert ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. One of the most important decisions anyone has to make in ...

Denise is hosting a webinar, “Trump Accounts: What Every Advisor Needs to Know,” at 12 p.m. Eastern time on Aug. 21. Register here. The "One Big Beautiful Bill Act," signed into law on July 4, 2025, ...

You want to enjoy a comfortable retirement without worrying about how you'll pay all your bills. But that requires a pretty sizable nest egg — often seven figures. It takes consistent savings ...

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on Roth IRA conversions. Joy Taylor: No. Traditional IRA owners who are 73 and older must ...

Retirement planning can feel like solving a jigsaw puzzle, especially for high-income households. If you're earning too much to qualify for a Roth IRA directly, you might assume that the Roth IRA's ...

Verizon generates lots of recurring revenue that provides the telecom giant with funds to expand its networks and support its high-yielding dividend. Verizon Communications’ mobile and broadband ...

Maxing out your IRA can mean different things to different people. If you qualify for a year-end bonus, you can put this money into your IRA. You technically have until April 2026 to make 2025 IRA ...

Robo-advisors are going beyond the typical welcome bonus for new account holders — you can now earn a match on your IRA contributions up to 3%. On a one-time contribution of $5,000, for example, a 3% ...

IRS Form 5498 is one of the most overlooked but critically important IRA forms. While Form 1099-R usually gets attention during tax time for reporting distributions, Form 5498 plays a ...

(NerdWallet) – President Donald Trump’s “one big, beautiful bill” is launching a new way to save for children’s futures: the “Trump Account.” This investment account gives kids who meet certain ...