Tax Planning

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

Watch Out for the Kiddie Tax

Does your child have unearned income? Make sure you understand Kiddie Tax rules.

3 Strategies for Reducing Roth IRA Conversion Taxes

How to make the most of a Roth IRA conversion.

What Is the Alternative Minimum Tax?

The alternative minimum tax (AMT) applies only to some taxpayers. Learn what the AMT is, who might be affected, and what might trigger it.

Thinking About Downsizing Your Home?

Moving to a smaller house can have many financial advantages. Here's what you should consider from a tax perspective.

Saving for College: 529 College Savings Plans

A popular college-savings vehicle is the 529 savings plan, which provides several tax advantages when used for education expenses.

Managing Taxes in Retirement

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

How a QPRT Can Help Reduce Estate Tax

Qualified Personal Residential Trusts (QPRTs) can be effective estate planning tools that may help you pay fewer gift and estate taxes when passing on a house to your heirs.

Inheriting an IRA? Understand Your Choices

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

Municipal vs. Corporate Bonds: How to Choose

There are multiple factors to consider, including your tax rate.

Tax Deduction Basics and Tips

Learn the two main tax deduction types, how tax deductions work, and how they may or may not apply to you and your taxes.