Taxes

May 23, 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.

Making Sense of Your Tax Refund

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

Is an IRA Right for You?

IRAs can help you build wealth for retirement and potentially get tax breaks, either up front or in the future.