As 2019 winds down, investors of all ages can consider three general categories of year-end tax planning: Reducing taxable income, increasing deductions, and taking advantage of tax credits.
Most people generally review their investments once a year. But many things can happen over the course of 12 months that might impact your investment portfolio. Check out three reasons to consider a midyear investment review.
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.
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.
Education tax deductions and credits, offered by dear uncle Sam, contribute to college funds and assist current college students . Learn about education tax deductions and credits today.
What is a tax refund and how do I get as big a one as possible? Learn the most commonly missed refund tips and tricks from TD Ameritrade.
Tax-loss harvesting available to TD Ameritrade Investment Management, LLC clients with taxable accounts invested in ETF Model portfolios.
Got a property but don't want to be a landlord? Here's why you might consider selling the place and rolling the cash into a REIT.
Life has a way of happening, and investors should consider life changes as a time to assess retirement portfolios and long-term goals.
Municipal bonds are exempt from federal taxes, and maybe some state taxes as well. But there are certain tax considerations when investing in munis.
The TD Ameritrade Mobile app now has up to 7 years of tax documents and 10 years of statements available from your iOS or Android device.
Switching jobs and looking to save for retirement? Figuring out how much to save, avoiding high fees, and using tools and calculators can help remove the gues
Computing your taxable gains and loss hinges on adjusted cost basis and holding periods. Cost basis values shouldn’t be so difficult to calculate.
S&P Dow Jones Indices recently added real estate to its list of sectors. Perhaps it’s time to explore real estate investment trusts (REITs).
Inherited individual retirement accounts (IRA) are truly a gift. But they pose unique challenges for beneficiaries who must follow distribution and tax rules.
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