Taxes

May 19, 2022

Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.

Tax-Efficient Investing: Why Is It Important?

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

5-Step Tax-Smart Retirement Income Plan

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

Paying for College: Are Scholarships Taxable?

Scholarship money is generally tax-free provided the student is a candidate for a degree at an eligible institution and the money is used to pay for qualified expenses.

Potential, Long-Term 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.

Learn about tax-smart strategies. 

Is Rental Income From a Vacation Home Taxable?

Renting out a vacation home part-time can mean extra income. But remember, Uncle Sam wants some of it too!

Cryptocurrencies and Taxes: What You Should Know

Virtual currencies can result in real tax liabilities.

4 Common Tax-Filing Mistakes and How to Avoid Them

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

Does Your Teen Need to File a Tax Return?

Whether or not your teen needs to file a tax return, a first job and first investments can be a great start to their financial education.

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.

Making Sense of Your Tax Refund

Was your tax refund smaller than in previous years? Did you owe more than usual? Here's why.