Taxes
CONTENT WITH Taxes
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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