Tax Planning

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

12 Tax-Smart Charitable Giving Tips for 2023

Increase your charitable impact while potentially reducing your taxable income.

The Estate Tax and Lifetime Gifting

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

Tax-Efficient Investing: Why Is It Important?

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

How to Manage a Windfall

Three tips for incorporating a large influx of assets into your financial plan.

Required Minimum Distributions: What You Should Know

Guidelines, deadlines, and potential tax consequences: What you need to know when it comes to required minimum distributions.

Should I Sell My House Now While Prices Are Down?

Should you sell your house in a down market? Pay attention to both your wallet and the issues that impact your quality of life.

Tax Bill or Tax Refund? Find Out Why

Did you get a tax refund or a tax bill when you filed this year? Find out why.

How Does SECURE 2.0 Help 70-Somethings Save More?

You're never too old to keep saving. And the new benefits of SECURE 2.0 give you added opportunities—even past age 70.

Year-End Tax Trading: Wash Sales and More

For end-of-year tax planning, traders and investors should know how wash sales, constructive sales, short positions, and Section 1256 contracts could impact their taxes.

4 Common Tax-Filing Mistakes and How to Avoid Them

Watch out for these common errors when preparing your tax return.