Consider getting an early start to estate planning, no matter what your age or financial situation. Organizing your financial affairs and estate can be a fruitful exercise at any point of your financial journey, but the sooner, the better.
Tax credits can help reduce your tax burden and let you keep more of your money.
Most investors are familiar with capital gains, but what about the other side of the coin—capital losses? Here’s what investors should know about long- and short-term capital gains and losses, potential tax consequences, and wash sales.
Do you want to own a second home as an investment or vacation property? Learn why it’s important to look before you leap.
Nearing retirement and getting ready for tax season? Here are some things to think about as the new year begins.
Learn how new tax laws might impact your income, retirement and education savings plans, as well as your family's financial well-being.
Learn how donor-advised funds can help you amp up charitable donations and potentially offer tax benefits.
Your investment decisions could impact your tax bill. Learn about the basic rules and some strategies to help maximize after-tax returns and potentially reduce the amount you owe.
Thinking of buying a home but don't know what to expect from the changes to the tax code standard deduction? See how tax codes can impact purchasing your new home.
Learn what a tax deduction is, what items may be tax-deductible, and more tax basics you can use to potentially reduce your taxes.
The giving season is here, time to make plans for charitable donations. Contributions can cut your tax burden while bringing aid to causes you care about.
Learn how a charitable remainder trust may help you receive income in retirement and direct the remainder to your favorite charity.
It’s never too early to be thinking about income taxes and ways to pare down the bill.
Municipal bonds are exempt from federal taxes, and maybe some state taxes as well. But there are certain tax considerations when investing in munis.
As the new year begins, it’s time once again to prepare for tax season. Here are six strategies that may help you lower your tax bill.
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.
As the new year begins, it’s time once again to prepare for tax season. Here are five tips to help.
It’s important to know how tax rules differ in retirement, when your income is typically lower.
Got a health savings account? They’re great around tax time. Here are tips to maximize your deductions and savings.
Estate planning is challenging, and often a paperwork slog. But planning now so that your heirs don’t flounder can help them as well as yourself.
Don’t get caught flat-footed when it comes to year-end tax and investing moves.
Investors should consider four key questions for a year-end portfolio view, including portfolio rebalancing and retirement contributions.
Estate planning can be uncomfortable, yes. But why not keep some control over your investments from beyond the grave?
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