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Taxes

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The Importance of Tax-Efficient Investing
by Rande Spiegelman
April 03, 2017

Manage your taxable return with these tax-efficient investing strategies.

The Estate Tax and Lifetime Gifting
by Rande Spiegelman
January 06, 2017

If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.

Taxes: What's New for 2017?
by Rande Spiegelman
January 04, 2017

Learn more about common tax breaks and this year's inflation adjustments.

Changing Conditions: A Bond Market FAQ
by Kathy A Jones
December 13, 2016

Yields have surged and potential changes in taxes, government spending and interest rates could make the bond market more volatile. What does it mean to investors?

Muni Bonds: Making Sense of the Post-Election Landscape
by Cooper J Howard and Rob Williams
November 22, 2016

The potential for lower taxes and an increase in infrastructure spending could hurt muni prices in the short term, but we still feel they can make sense for high-income earners.

A Tax-Smart Approach to Your Cost Basis
by Rande Spiegelman
November 21, 2014

Understand tax rules to keep more of your gains.

Charitable Donations: The Basics of Giving
by Rande Spiegelman
October 29, 2014

Helpful tax tips for your end-of-year charitable contributions, including stock donations.

Claiming Foreign Taxes: Credit or Deduction?
by Rande Spiegelman
August 22, 2014

If you own foreign investments, you could be paying foreign tax. Claiming a deduction or a credit could prevent double taxation in the U.S.

IRA Tax Traps: Know the Rules
by Rande Spiegelman
June 06, 2014

IRAs may offer tax benefits, but unwary investors can end up in a variety of IRA-related tax traps if they don't follow the rules. Here's how to avoid some common pitfalls.

The Financial Side of Remarrying Later in Life
by Carrie Schwab-Pomerantz
May 30, 2014

What to consider before tying the knot.

The Alternative Minimum Tax (AMT)
by Rande Spiegelman
May 21, 2014

There's plenty of mystery around the shadow tax system known as the alternative minimum tax.  

Tax-Loss Harvesting with ETFs
by Michael Iachini
January 27, 2014

Learn how ETFs may help reduce the tax bite on your portfolio.

A Primer on Wash Sales
by Rande Spiegelman
December 06, 2013

What the IRS rule on wash sales might mean for you.

ETFs and Taxes: What You Need to Know
by Michael Iachini
December 06, 2013

Different ETF structures have different tax implications. Learn how to be tax-smart with ETFs and avoid unpleasant surprises.

Commodity ETFs and Schedule K-1: What You Need to Know
by Michael Iachini
June 27, 2013

The fact that commodity ETFs typically generate a K-1 tax form instead of a 1099 is generally no cause for alarm.  


Investors should consider carefully information contained in the prospectus, including investing objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income and small capitalization securities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.