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
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.
Smart Tax Moves for 2022
Tax Day is coming soon. But it's not too late to manage your tax liability.
6 Questions for Tax Season
Asking these six questions could help reduce your taxable income and minimize what you owe come tax season.
Understanding Tax Withholding
Find out how the concept of withholding works and the important role it plays in managing your taxes efficiently.
Are You Ready for Tax Day?
The sooner you start gathering your tax forms and getting ready to file, the less stress you're likely to feel as Tax Day approaches.
Learn tax-smart strategies for filing.
Go to tax planning guide
Tax planning
How to be a Tax-Smart Donor
Increase your charitable impact while potentially reducing your taxable income.
Estate Tax and Lifetime Giving
If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.
Tax-Efficient Investing Plan
Making tax-efficiency part of your investing strategy can help lower your tax bill.
Tax-smart accounts
Smart Tax Moves for 2022
Tax Day is coming soon. But it's not too late to manage your tax liability.
IRA Taxes
IRAs may offer tax benefits, but breaking the rules can have severe consequences for your savings. Here's how to avoid some common IRA tax pitfalls.
Benefits of Investing Your HSA
Health savings accounts are for more than just routine medical expenses. By investing a portion of your account, you can potentially grow your funds tax-free.
Is an IRA Right for You?
IRAs can help you build wealth for retirement and potentially get tax breaks, either up front or in the future.
Tax-efficient investing
Uses for Depressed Assets
When markets are down, certain tax-smart moves can make even more sense than usual.
Understand Your Cost Basis
What is your cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's how.
Taxes in retirement
Tax Withholding in Retirement
How to help ensure you pay your fair share once you're no longer working.
Reducing RMDs With QCDs
A QCD can be a great way to reduce RMDs and optimize the tax benefits of giving.
Tax-Smart Income Plan
Smart tax planning can help extend the life of your retirement savings and may lower taxes in retirement.
