Tax
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Perspectives on Tax Planning
Too often, taxes are only thought of once or twice a year
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Taking Advantage of Tax-Loss Harvesting
There can be tax benefits to selling securities that have underperformed – if you’re thoughtful about it.
Savvy Tax Moves for Year's End
After a tough year in the markets, tax strategies like tax-loss harvesting and Roth conversions can help ease the pain.
Ratcheting Up: Inflation Adjustments to Your 2023 Taxes
The IRS has raised the limits for gifting, retirement contributions, and other areas of critical importance to you.
Everything You Need to Know About Tax-Free Gifting
With gifting, you can transfer wealth to your loved ones tax-free while you’re still around to see them enjoy it.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Perspectives on Tax Planning
Too often, taxes are only thought of once or twice a year
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