Annual gifting and forming trusts can help you minimize taxes on your generational health. Here's how to pass money to heirs tax-free.

From opening a health savings account to 529 plans, here's how to legally avoid taxes and keep more of your money in your pocket.

A Charitable Remainder Unitrust, or CRUT, is a type of Charitable Remainder Trust that can offer you bigger returns and distributions.

Roth IRAs are an attractive method for retirement saving for adults, but children can take advantage of a Roth IRA for kids and earn similar benefits!

Planning a 401k means making many decisions! Learn the differences between directed trustee vs. discretionary trustee to help make the right choice.

When financial hardship hits, we often scramble to find a solution, one of which is to take a loan from retirement account. Take a look to learn more.

Find out the pros and cons of self directed IRA, what you can invest in, plus why you may want to avoid this retirement account.

Companies use True Ups to reconcile the matching funds an employee receives with the matching funds they are owed. Here is what you need to know.

There's a lot to consider when saving for retirement, like how to contribute to retirement savings. Read on for the difference between 401k and 403b.

Planning for retirement requires a lot of thought. Sometimes we end up with multiple accounts. Read on to learn how to consolidate my retirement accounts.

Most kids don't think about retirement, but parents, can open a minor Roth IRA for their child and start their retirement funds early. Read on to learn more.

When it comes to retirement, you have some choices to make like where you are going to live. Read on to learn about the best states to retire for immigrants!

If you are a foreigner working in the US, it is a good idea to contribute to a 401(k) plan if your employer offers one. But what should you do if you move back to your home country?