The new Trump account, formally a Section 530A account, has raised a lot of questions for families with young children or grandchildren. How does it fit in with 529 accounts and Roth IRAs?
We spend decades chasing it, measuring it, comparing it, and doubting whether we've reached it — yet most of us have never stopped to ask a deceptively simple question: What does prosperity actually mean to me?
Making a qualified charitable distribution from your IRA goes beyond just satisfying your RMD - it can also keep your Medicare premiums lower and reduce taxation of your Social Security.
With the average family spending over $800 or more on back-to-school shopping, it's easy for costs to spiral out of control. The good news? With a little planning and a few smart strategies, you can set your kids up for a great school year — without breaking the bank.
You’ve set up your initial Prosperity Plan and are trying it on for size. But there’s one piece of a financial plan in particular that tends to get put on the back burner: the estate plan.
