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.

March 10, 2023

Smart Tax Moves for 2022

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

February 16, 2023

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

Understanding Tax Withholding

Find out how the concept of withholding works and the important role it plays in managing your taxes efficiently.

November 29, 2022

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.

November 09, 2022

Learn tax-smart strategies for filing.

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Tax planning

How to be a Tax-Smart Donor

Increase your charitable impact while potentially reducing your taxable income.

May 23, 2023

Estate Tax and Lifetime Giving

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

May 18, 2023

Tax-Efficient Investing Plan

Making tax-efficiency part of your investing strategy can help lower your tax bill.

May 08, 2023

Tax-smart accounts

Smart Tax Moves for 2022

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

February 16, 2023

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.

December 07, 2022

Roth IRA Conversion & Taxes

How to make the most of a Roth IRA conversion.

October 05, 2022

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.

May 03, 2022

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.

March 09, 2022

Tax-efficient investing

Direct Indexing

How does direct indexing work?

April 03, 2023

4 Reasons to Sell Your Losers

How to use tax-loss harvesting to your advantage.

February 24, 2023

Uses for Depressed Assets

When markets are down, certain tax-smart moves can make even more sense than usual.

February 16, 2023

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.

January 11, 2023

Taxes in retirement

Tax Withholding in Retirement

How to help ensure you pay your fair share once you're no longer working.

January 23, 2023

Reducing RMDs With QCDs

A QCD can be a great way to reduce RMDs and optimize the tax benefits of giving.

December 12, 2022

Tax-Smart Income Plan

Smart tax planning can help extend the life of your retirement savings and may lower taxes in retirement.

May 11, 2022

Gift & estate tax planning