Planning

To open a Trump Account, you’ll need information like your child’s Social Security number, plus access to IRS Form 4547 or the TrumpAccounts.gov website. Learn more about opening a Trump Account.

The kiddie tax may apply when a child has unearned income over a certain amount. When that happens, the income may be taxed at the parent’s rate. Learn what counts and how to plan to avoid tax surprises.

Beneficiary designations are important because they can override your will. Learn about a few common mistakes account owners may make when naming beneficiaries and how to keep accounts updated.

To open a custodial account, you need to have the child’s name, birthdate and Social Security number ready, plus some personal information about yourself. Learn how to be prepared before opening a custodial account.

Health savings accounts (HSAs) can help you save money to pay for healthcare costs now and in the future. Here’s what to know about the tax benefits of HSAs.

Changing a beneficiary affects who receives your assets after you die. Understand the impact of changing your beneficiary and the limits on possible updates.

Trump Accounts launched in July 2026 for certain children under the age of 18. Some newborns may even be eligible for a $1,000 government deposit. Learn how these accounts work and how they compare to other investing options.

Becoming a caretaker for aging parents is a role reversal for many adults. Learn how to approach organizing finances, planning ahead and preventing elder fraud.