Taxes
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
What Kind of Retiree Will You Be?
When it comes to planning for retirement, determining your personal identity—and associated goals—is an important (and often overlooked) step.
Saving for College: 529 College Savings Plans
The 529 savings plan provides several tax advantages when used for education expenses.
Buying a Muni Below Par? Reasons to Think Twice
Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.
Social Security Is Taxable? How to Minimize Taxes
Many retirees are surprised to learn that Social Security may be subject to taxation. Here are four strategies to help minimize taxes when you're receiving benefits.
Trading Stocks in an International Brokerage
Foreigners can invest in U.S. stocks by opening a U.S.-based brokerage account. Be aware of tax documentation that may be required for an international brokerage account.
The Case for Establishing a Dynasty Trust
For families with large estates valued above the lifetime estate and gift tax exclusion limit, a dynasty trust may help reduce future transfer taxes and provide more for generations to come.
How Overtrading Can Undercut After-Tax Returns
Excessive turnover in taxable accounts can lead to tax consequences.
Tax Credits: What They Are and How They Work
Tax credits can help reduce your tax burden and let you keep more of your money.
What Are Tax Brackets and Marginal Tax Rates?
What are the tax brackets and how do marginal tax brackets work? Find out about tax rates as we head into income tax season.