Planning

Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.

Custodial accounts are taxed in the child’s name, but certain rules such as the “kiddie tax” may apply. Learn how contributions, earnings and tax-filing requirements work.

Compare Trump Accounts and 529 plans to learn how each works – and how opening both accounts could help support your child’s long-term financial future.

Independent financial living is possible for members of the neurodivergent community. Read on to find out how.

The balance in your health savings account (HSA) will roll over to the next calendar year if you don’t use it. HSA money is yours until you use it – even if you change jobs.

Investing your health savings account (HSA) funds can help the balance grow faster and even supplement your retirement planning. Learn how to get started and explore the risks involved.

Understanding tax brackets and how your income is taxed is important. Read on to learn how they work.

Custodial accounts are a tool for investing in your child’s future. Learn more about these accounts, including the implications for taxes and future financial aid.