Superfunding A 529 College Savings Plan At Birth

Young families expecting a liquidity event need to know about superfunding — the IRS provision that lets you front-load 5 ...

Are Trump accounts worth it? Dave Ramsey calls them a 'political stunt.' Here's what other experts are saying, and how to decide if one works for you

Financial experts are split on the new 530A account, also known as Trump accounts — a tax-advantaged investment account ...
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Will I owe gift tax if I give my son $75,000 for a down payment?

Unless you have given away more than $13 million in your lifetime, a $75,000 gift will not trigger the federal gift tax. Using this for a down payment also does not affect the result. A financial ...

529 plans just got a major upgrade. Here’s what high earners need to know

Range reports that the OBBBA will enhance 529 plans in 2026, doubling K-12 distribution limits and expanding eligible expenses for higher education.
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2026 gift tax limit unchanged, but new law makes high estate exemption permanent

The annual gift tax exclusion remains $19,000 for 2026. Learn how the new tax law permanently increases the lifetime estate and gift tax exemption to $15 million.