Considering the many disruptions and complexities of everyday life in 2020, charitable donations and tax strategy might not be top of mind. But some charities need help now more than ever. And recent legislation has changed some of the rules.
If you have children or young dependents, you may be eligible to claim the child tax credit for 2021 and reduce your tax bill or increase your refund.
You've worked hard to build your assets. Estate planning can be helpful for any income level. Learn about 529 plans and other tax-advantaged strategies.
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.
Tax deductions: standard or itemized? With tax law changes, which decision makes sense for you? Learn more at TD Ameritrade.
If you have kids, you already know that education can be expensive. But your dear Uncle Sam has offered up a number of tax deductions and tax credits to help you.
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.
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.
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.
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.
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.
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