Tax Planning

Anticipate tax issues to help postpone or potentially avoid unnecessary taxes and maximize after-tax wealth. Or explore other tax topics:

Capital Gains Taxes Explained

Taxes can impact the growth of your portfolio, so it's important to understand how capital gains taxes work and learn some strategies that could potentially minimize them.

How Do Tax Brackets Actually Work?

We'll dispel some tax myths and explain how tax brackets actually work.

New Year's Financial Resolutions

Reshape your finances in the year ahead with these five resolutions.

Congress Passes Major Boost to Retirement Savings

Among other provisions, the SECURE Act 2.0 will raise the age at which individuals must begin taking required minimum distributions (RMDs) from their retirement account to 73, beginning in January 2023.

How to Cut Your Tax Bill with Tax-Loss Harvesting

Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

Investment Expenses: What's Tax Deductible?

The IRS allows taxpayers various tax deductions for investment-related expenses if those expenses are related to producing taxable investment income. Do your expenses qualify?

6 Questions to Consider When Prepping for Tax Season

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

Cash Flow and Philanthropy: Charitable Remainder Trusts

A charitable remainder trust can provide a tax break and income for life.

Is a Private Foundation Right for You?

Is a private foundation the best way to further your family's philanthropic goals? Here's how to decide—and why you might consider a donor-advised fund instead.

Tax Filing: Are You Ready?

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.