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Are Your Kids College-Bound Soon? Consider 529 Plan Tax Benefits

Are Your Kids College-Bound Soon? Consider 529 Plan Tax Benefits

Do you have a child heading for college in the near (or far) future? Paying for it might bring back nightmares of that final math exam you once barely passed. That's why it sometimes pays to learn more about 529 college savings plans, particularly 529 tax plan benefits.

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How Tax-Free Investments May Benefit You, Your Kids, Charities
February 12, 2018

How Tax-Free Investments May Benefit You, Your Kids, Charities

In 1789, Benjamin Franklin famously wrote that “In this world nothing can be said to be certain, except death and taxes.” However, that hasn’t stopped scientists ...

1099-DIV 101: The Basics of Dividend Income Forms & Taxes
February 9, 2018

1099-DIV 101: The Basics of Dividend Income Forms & Taxes

You’ve worked all year to get your long-term portfolio just right by researching yields and allocating your funds. Now it’s the end of the year and you’re ready to sit back and...

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Go Paperless This Tax Season: E-Delivery of Documents
February 8, 2018

Go Paperless This Tax Season: E-Delivery of Documents

2017 has come to an end and feels like a distant memory as you focus your time and energy on what's ahead, looking forward to everything 2018 has to offer you...

How to File Taxes for Free (and When to Consider Paying Instead)
February 7, 2018

How to File Taxes for Free (and When to Consider Paying Instead)

Is it possible to file taxes for free? Yes, it is. This is not a dream. There are indeed some situations where it makes sense to do your taxes yourself and file those taxes at no ...

Derivatives with Tax Benefits: Five Tax Options for Traders
February 6, 2018

Derivatives with Tax Benefits: Five Tax Options for Traders

You have alternatives when it comes to tax planning. Targeted investing might trim that bill from Uncle Sam, or at least help you time when you’ll pay.

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Tax Tips for Traders: Form 8949 & Section 1256 Contracts
February 5, 2018

Tax Tips for Traders: Form 8949 & Section 1256 Contracts

With the April 17, 2018, tax deadline looming, it’s time for investors and traders to embrace their special tax-time responsibilities. For starters, Uncle Sam demands we ...

Goodbye, Snail Mail and Paper Returns. Hello, e-Filing Your Taxes
February 2, 2018

Goodbye, Snail Mail and Paper Returns. Hello, e-Filing Your Taxes

Are you still filing your taxes the old-fashioned way, with a paper return? Want to file your taxes electronically, but aren’t sure how? Software programs and online service ...

What To Do With Extra Money: 5 Ways To Put It To Work For You
February 1, 2018

What To Do With Extra Money: 5 Ways To Put It To Work For You

Bonus. Pay raise. Tax refund. Inheritance. Whatever the source, it’s fun and exciting to have unexpected cash. Your imagination runs wild with what to do...

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Starting Your 2017 Taxes? 5 Things to Know + A Checklist
January 26, 2018

Starting Your 2017 Taxes? 5 Things to Know + A Checklist

The NFL playoffs aren't the only thing that kickoff in January. t's also the start of tax season. Now's the time to gather and organize the information you'll need to file...

April 15 Tax Return Postmark Deadline? Not This Year
January 25, 2018

April 15 Tax Return Postmark Deadline? Not This Year

If you got used to an April 15 tax filing deadline over the years, it's time to emancipate yourself from that habit. Why "emancipate?" Because a Washington, D.C. ...

Capital Gains and How Tax Reform Affects Long-Term Investments
January 24, 2018

Capital Gains and How Tax Reform Affects Long-Term Investments

As most alert taxpayers know, a sweeping tax reform bill was put into law in January that affects most tax brackets, a pack of exemptions—both personal and ...

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Tax-Filing Myth Buster: When 1099s Are Due for Brokerage Accounts
January 24, 2018

Tax-Filing Myth Buster: When 1099s Are Due for Brokerage Accounts

Tax filing fact or myth? "Your brokerage account's 1099 form for 2017 must be in the mail by January 31, 2018." Myth. Say what? That’s right, a consolidated 1099 ...

What Is a Tax Credit, Anyway? Potential Tax Burden Reduction
January 19, 2018

What Is a Tax Credit, Anyway? Potential Tax Burden Reduction

Tax season is just getting underway, which means figuring out what you owe—and finding ways to potentially reduce your taxable burden. You probably know that one way ...

Cost Basis: Noncovered & Covered Securities Tax Implications
January 18, 2018

Cost Basis: Noncovered & Covered Securities Tax Implications

Getting ready for tax season? It's time to take a look at cost basis and make sure you're covered when it comes to correct reporting. Back in 2001, the U.S. GAO ...

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What are Tax Brackets and Marginal Tax Rates? Questions Answered
January 10, 2018

What are Tax Brackets and Marginal Tax Rates? Questions Answered

If you’re not quite up to speed on tax brackets, there’s no need to feel alarmed; you’re not alone. After all, tax accounting is one of those rare topics that, at least for ...

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