The right type of investment account will accommodate your savings goals, investing style and account ownership wishes. Many, or all, of the products featured on this page are from our advertising ...

A taxable investment account is exactly what it sounds like: It has no special tax treatment, no tax advantages. If you sell ...

What Is Tax Planning for Investments? Tax planning for investments refers to the process of structuring one's investments in a way that maximizes tax benefits and minimizes tax liabilities. The goal ...

Named after Section 529 of the Internal Revenue Code, these plans are sponsored by states, state agencies, or educational institutions. A 529 plan is an investment account that features tax advantages ...

There's an important lesson for investors in Vanguard Group's recent $106 million settlement with the Securities and Exchange Commission over its target-date funds: Being mindful of your investment ...

Your investing platform is your door to the U.S. and global markets. It defines your experience, accessibility, fees and more. The right platform matters even more during periods of market volatility ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. All investments carry risk. It’s inherent, multifaceted, ...

One of the most underestimated parts of being a savvy investor is identifying and defending against financial abuse and exploitation. While seniors and those with disabilities are frequent targets, ...

Without the proper setup, your taxable investment account won't simply transfer to family members after death. Even with a death certificate in hand, loved ones can face weeks or months of paperwork ...