Planning
Explore ways to plan for your future
Planning
How are dividends taxed?
The tax on dividends depends on how they are classified. Learn more about it.By Maxwell Guerra|3 minPlanning
What is a living trust?
You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.By Adam Frank|3 minPlanning
What happens to custodial accounts when your child turns 18?
Custodial accounts eventually transfer to the child, whether at age 18 or later. It depends on state law and account details. Here’s what families should know before it happens.By Hilarey Gould|5 minPlanning
Teaching kids about investing: A guide for every age
Investing might seem like a topic that’s too complex to talk about with kids, but there are ways to broach the topic at every age. Keep reading to learn how.3 minPlanning
What is the difference between a revocable trust and an irrevocable trust?
Understand the key differences between revocable and irrevocable trusts, their main components and which aligns with your estate planning goals.By Adam Frank|4 minPlanning
J.P. Morgan Summer Reading List 2026
Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.By The Know Editors|7 minPlanning
What are the potential tax implications of a custodial account?
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.By Leah Bourne|6 minPlanning
Independent financial living for the neurodivergent community
Independent financial living is possible for members of the neurodivergent community. Read on to find out how.By Seth Carlson|3 min
Invest your way
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