Be aware of special tax rules, such as gains, losses, and mark-to-market rules for traders and those who invest in certain derivatives.
It’s a good idea to review tax-planning strategies at the end of the year. Some strategies can even help reduce the tax burden or give yourself a larger refund.
What is tax-loss harvesting, and how can it help your portfolio? Learn more about the rules and strategies, and see an example of tax-loss harvesting in action.
It’s important to know how tax rules differ in retirement, when your income is typically lower.
Learn brokerage account tax-filing rules, including when consolidated 1099s are due and the deadline for the 2021 tax year.
Inherited IRA? Here’s what you need to know about making the most of that money.
A capital loss deduction can offset capital gains and reduce tax liability, although there are important factors to consider. Let's look at some basic questions about capital losses for taxpayers.
What is a SEP-IRA? Designed with small businesses in mind, a SEP-IRA may be ideal for small business owners and self employed individuals. From SEP-IRA rules to contributions, TD Ameritrade can help you understand this retirement plan.
Hoping to access your 401(k) early? With the rule of 55, you may be able to access and take early withdrawals from your 401(k). Here’s what you need to know.
If options and other derivatives are a part of your portfolio, you should learn about the nuances of taxes on options trading. Here are five tax options to consider when tax planning.
Learn about basic capital gains tax on investment rules and tax-loss harvesting strategies to help maximize after-tax returns and potentially reduce the amount you owe.
Foreigners can invest in U.S. stocks by opening a U.S.-based brokerage account. Be aware of tax documentation that may be required for an international brokerage account.
Tax planning as the year’s end approaches? Traders and investors should know how wash sales, constructive sales, short positions, and Section 1256 contracts could affect taxes.
Tax refund time can seem like a bonanza, but it’s not free money. It’s your money, and you’ve been loaning it, interest free, to Uncle Sam.
Corrected 1099s typically mean there has been an income reallocation. Learn how to file a corrected 1099 from TD Ameritrade.
Learn tips for retirement tax planning.
It’s important to have a retirement plan in place, but if you have to retire early, what sources of income can you rely on?
Yay! You have interest income but what about the taxes on the interest income? Learn about taxable interest from TD Ameritrade.
Learn about the max 401(k) contribution so you can get the biggest bang for your retirement buck.
How can maxing your IRA contributions help you in the coming tax season?
Learn how new tax laws might impact your income, retirement and education savings plans, as well as your family's financial well-being.
What are tax-free muni bonds? Learn the unique benefits and risks of this debt-security investment vehicle.
Asset dislocation—liquidating or selling the assets in your retirement accounts—involves tax planning and budgeting, among other things. Are you ready?
Explore how to know when taking early retirement makes sense, and some of the things you should consider before retiring.
Tax incentives are designed to stimulate the economy. See the popular tax deductions and tax credits aimed at education, home buying and retirement savings from TD Ameritrade.
Learn what a tax deduction is, what items may be tax-deductible, and more tax basics you can use to potentially reduce your taxes.
How are cryptocurrency transactions taxed? How are the IRS and other taxing authorities planning to address Bitcoin taxes?
We love our country but it is still hard to pay that tax bill, learn about tax free investments such as tax free bonds that can help diversify your portfolio and potentially lower your tax burden.
Tax preparation software and online tax filing services may make e-filing your taxes a breeze. Here are some tips on how to e-file taxes smoothly.
Consider getting an early start to estate planning, no matter what your age or financial situation.
Annuities are a retirement vehicle that can ride side-saddle with Social Security income and pensions. But they’re not for everyone.
If you split your time between two residences, proper tax planning should include certainty on your residency status and domicile.
An Individual Retirement Account (IRA) excess contribution mistake can be reversed by calculating net income attributable (NIA). Here’s how to calculate your fix.
The complex task of preparing taxes is a priority for many people this time of year. Even if you plan to let a pro take on your taxes, it’s a good idea to brush up on the basics.
Unless changes are made in the near future, the U.S. Social Security system may become underfunded, leaving future retiree benefits in doubt. How should you p
Did you know that your unknown, or “left alone,” investments may be in danger of tax consequences? States have some rights (and brokers the obligation) to esc
Do Not Sell or Share My Personal Information
Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.
Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.
Market volatility, volume, and system availability may delay account access and trade executions.
Past performance of a security or strategy does not guarantee future results or success.
Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.
Supporting documentation for any claims, comparisons, statistics, or other technical data will be supplied upon request.
This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.
TD Ameritrade, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2023 Charles Schwab & Co. Inc. All rights reserved.