Taxes

Get answers to tax-filing questions and find out how year-round tax planning may help you save and build more wealth over time

Tax filing

Tax Filing

How to Minimize the Risk of an IRS Audit

A number of tax audits result from preventable mistakes. Here are the five most common audit red flags—and what to do to avoid them.

March 13, 2024 • Hayden Adams

Tax Filing

Tax-Bracket Management Tips

Strategically realizing or reducing income each year can help maximize after-tax returns—and potentially increase your wealth over time.

March 13, 2024

Tax Filing

Smart Tax Moves for 2023

Tax Day is coming soon. But it's not too late to manage your tax liability.

February 13, 2024

Tax Filing

6 Questions for Tax Season

Asking these six questions could help reduce your taxable income and minimize what you owe come tax season.

December 06, 2022

Taxes

Tax Rates & Brackets Explained

Find out how tax rates and brackets influence what you pay in income tax, what the new bracket ranges are for 2022, and how to calculate your effective tax rate.

November 02, 2022

Tax CTA

Learn tax-smart strategies for filing.

Go to tax planning guide

Tax planning

Insurance

Life Insurance and Your Estate

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

June 14, 2024

Equity Compensation

Tax on Donations: Equity Awards

Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

May 28, 2024

IRA

Choices for Inheriting an IRA

Understand how to manage inheriting an IRA, as well as the rules and choices to make the most of your inheritance.

May 01, 2024

Tax-smart accounts

Health Care

Benefits of Investing Your HSA

Health savings accounts (HSAs) are for more than just routine medical expenses. By investing a portion of your account, you can potentially grow your funds tax-free.

February 28, 2024

Tax Filing

Smart Tax Moves for 2023

Tax Day is coming soon. But it's not too late to manage your tax liability.

February 13, 2024

IRA

Roth IRA Conversion & Taxes

How to make the most of a Roth IRA conversion.

September 14, 2023

Tax-efficient investing

Charitable Giving

Giving With Noncash Assets

Leveraging the appreciation of assets such as real estate or stock to make charitable gifts can help maximize your philanthropic impact and reduce your taxes.

March 13, 2024

Tax Loss Harvesting

Direct Indexing and Taxes

Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.

March 11, 2024

Tax Planning

What is Tax-Gain Harvesting?

Strategically selling your winning investments could reduce current and future taxes.

March 11, 2024

Bonds

Your Guide to Bond Taxes

Unless you're buying a bond at issue and holding it to maturity, the tax rules for bond proceeds can get complicated pretty quickly.

January 12, 2024

Taxes in retirement

RMDs

RMD Strategies for Tax Time

Required Minimum Distributions (RMDs) can take a toll on your tax bill. Consider these strategies to help reduce the sting.

January 31, 2024

RMDs

Reducing RMDs With QCDs

A qualified charitable distribution (QCD) can be a great way to reduce required minimum distributions (RMDs) and optimize the tax benefits of giving.

December 22, 2023

Tax Planning

Taxes in Retirement

As you approach and enter your golden years, calculating your tax obligations could be tricky.

October 16, 2023

Gift & estate tax planning

Trusts

Basics of a Dynasty Trust

Estate Planning

Estate Planning for Couples

Estate Planning

Naming an Estate Administrator

Estate Planning

Estate Planning for Pets

Estate Planning

Building Purpose Around Wealth

Estate Planning

5 Myths About Legacy Planning

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Retirement Taxes Cost Basis Tax Loss Harvesting Investments Financial Planning Charitable Giving Estate Planning

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. 

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. 

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal. 

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