Taxes
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Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
Focusing on a Tax Refund? Do Some Planning Instead


Getting a tax refund can feel great. But doing more careful tax planning can reap even bigger rewards.
Understanding the Kiddie Tax


Does your child have unearned income? Make sure you understand Kiddie Tax rules.
Tax-Efficient Investing: Why Is It Important?


Making tax-efficiency part of your investing strategy can help lower your tax bill.
4 Common Tax-Filing Mistakes and How to Avoid Them


Watch out for these common errors when preparing your tax return.
The Estate Tax and Lifetime Gifting


If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.
Making Sense of Your Tax Refund


Was your tax refund smaller than in previous years? Did you owe more than usual? Here’s why.
4 Tax-Smart Moves You Can Still Make for 2021


Tax Day is coming soon. But it’s not too late to make these tax-smart moves.
Year-End Portfolio Checkup: 5 Tax-Smart Tips


The end of the year is a great time for a portfolio review—and to evaluate your overall approach to saving and investing. Consider these five tax-smart steps now.
2021 Taxes: 8 Things to Know Now


With Tax Day right around the corner, here are eight things to keep in mind as you prepare to file your 2021 taxes.
Charitable Donations: The Basics of Giving


Helpful tax tips for your charitable contributions, including stock donations.
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