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.