Tax Deductions

Getting Ready to Retire? Know the Tax Implications November 9, 2022 10:57 AM   |  

It’s important to know how tax rules differ in retirement, when your income is typically lower.

3 min read  |  Tax Strategy
Estate Planning Checklist and Tips That Aren't Just for the Wealthy September 8, 2022 11:05 AM   |  

You've worked hard to build your assets. An estate planning checklist can be helpful for any income level. Learn about 529 plans and other tax-advantaged strategies.

4 min read  |  Estate Planning
Capital Loss Deduction: Tax Season Basics for Investors August 30, 2022 4:10 PM   |  

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.

5 min read  |  Tax Strategy
Strategies & Rules for Capital Gains Tax on Investments March 1, 2022 11:32 AM   |  

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.

3 min read  |  Tax Strategy
Still Seeking Fun in Retirement? Pursuing Goals and Dreams in a Post-Pandemic Retirement June 7, 2021 10:30 AM   |  

The COVID-19 pandemic may have clouded retirees’ views on pursuing their retirement dreams. Some might be rethinking views on gathering in crowds and heading to foreign destinations.

5 min read  |  Retirement Lifestyle
Estate Planning at Any Age: It’s Not Just for the Wealthy June 17, 2019 10:15 AM   |  

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.

4 min read  |  Estate Planning
What Is a Tax Credit, Anyway? Potential Tax Burden Reduction April 8, 2019 4:00 AM   |  

Tax credits can help reduce your tax burden and let you keep more of your money.

2 min read  |  Income Tax
Five Questions to Consider Before Buying a Second Home February 14, 2019 4:00 AM   |  

Do you want to own a second home as an investment or vacation property? Learn why it’s important to look before you leap.

3 min read  |  Savings Goals
New Tax Laws: What They Mean for Investors November 9, 2018 4:00 AM   |  

Learn how new tax laws might impact your income, retirement and education savings plans, as well as your family's financial well-being.

5 min read  |  Tax Strategy
Tax Planning: Using Donor-Advised Funds for Charitable Donations August 9, 2018 4:00 AM   |  

Learn how donor-advised funds can help you amp up charitable donations and potentially offer tax benefits.

5 min read  |  Income Tax
First Time Home Buyer? 2017 Real Estate Tax Law Changes June 12, 2018 4:00 AM   |  

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.

5 min read  |  Income Tax
Taxpayer, Know Thy Deductions: Tax Deductible Basics and Tips March 16, 2018 12:00 AM   |  

Learn what a tax deduction is, what items may be tax-deductible, and more tax basics you can use to potentially reduce your taxes.

5 min read  |  Income Tax
Charitable Remainder Trusts: Have Some Cake, and Eat Some Too November 1, 2017 12:00 AM   |  

Learn how a charitable remainder trust may help you receive income in retirement and direct the remainder to your favorite charity.

3 min read  |  Estate Planning
No Free Lunch with Municipal Bonds, But Here’s a Coupon for You March 27, 2017 12:00 AM   |  

Municipal bonds are exempt from federal taxes, and maybe some state taxes as well. But there are certain tax considerations when investing in munis.

3 min read  |  Portfolio Strategy
It’s Tax Time Again! Six Tips to Max Tax Savings January 12, 2017 11:04 PM   |  

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.

2 min read  |  Income Tax
5 Tax Prep To-Dos as You Hit Retirement January 8, 2017 7:00 PM   |  

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.

3 min read  |  Tax Strategy
5 Things to Get Ready for Tax Time January 5, 2017 11:00 PM   |  

As the new year begins, it’s time once again to prepare for tax season. Here are five tips to help.

2 min read  |  Income Tax
Four Investor To-Dos Before the Ball Drops on 2015 December 29, 2014 7:00 PM   |  

Investors should consider four key questions for a year-end portfolio view, including portfolio rebalancing and retirement contributions.

2 min read  |  Portfolio Strategy
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