Tax Deductions

Tax Deductions: Should I Take the Standard Deduction or Itemize? February 16, 2021 10:12 AM   |  

Tax deductions: standard or itemized? With tax law changes, which decision makes sense for you? Learn more at TD Ameritrade.

3 min read  |  Income Tax
Learning About Learning Costs: Making Sense of Education Expense Tax Deductions and Credits January 22, 2021 10:15 AM   |  

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.

3 min read  |  College Savings Plans
5 Year-End Tax-Planning Steps to Consider Before the End of the Year December 3, 2020 10:30 AM   |  

Before the year ends, it’s a good idea to set aside some time to review tax-planning strategies. Some of them could help reduce your tax burden or even give you a larger refund in 2021.

5 min read  |  Tax Strategy
Charitable Contribution Deductions and Your Taxes: Changes for 2020 November 9, 2020 2:15 PM   |  

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.

3 min read  |  Tax Strategy
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
What’s a Capital Loss & How to Report It? Basics for Investors March 20, 2019 4:00 AM   |  

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.

5 min read  |  Tax Strategy
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
Approaching Retirement? Steer Your Tax Strategy Carefully January 18, 2019 4:00 AM   |  

Nearing retirement and getting ready for tax season? Here are some things to think about as the new year begins.

4 min read  |  Tax Strategy
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
Tax on Investments: Capital Gains Tax & Tax-Loss Harvesting June 21, 2018 4:00 AM   |  

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.

3 min read  |  Tax Strategy
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
Yes, It’s Time to Think about Income Taxes: 10 Tax Planning Tips October 23, 2017 12:00 AM   |  

It’s never too early to be thinking about income taxes and ways to pare down the bill.

4 min read  |  Tax Strategy
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
Getting Ready to Retire? Know The Tax Implications April 28, 2016 7:00 AM   |  

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

3 min read  |  Tax Strategy
Health Savings Account: Triple-Whammy Tax Deductions March 8, 2016 11:00 PM   |  

Got a health savings account? They’re great around tax time. Here are tips to maximize your deductions and savings.

3 min read  |  Income Tax
There's Still Time: 5 Tax and Investing Moves Before Year End December 9, 2015 7:01 PM   |  

Don’t get caught flat-footed when it comes to year-end tax and investing moves.

4 min read  |  Tax Strategy
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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