Taxes

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

What Kind of Retiree Will You Be?

When it comes to planning for retirement, determining your personal identity—and associated goals—is an important (and often overlooked) step.

Social Security Is Taxable? How to Minimize Taxes

Many retirees are surprised to learn that Social Security may be subject to taxation. Here are four strategies to help minimize taxes when you're receiving benefits.

Trading Stocks in an International Brokerage

Foreigners can invest in U.S. stocks by opening a U.S.-based brokerage account. Be aware of tax documentation that may be required for an international brokerage account.

The Case for Establishing a Dynasty Trust

For families with large estates valued above the lifetime estate and gift tax exclusion limit, a dynasty trust may help reduce future transfer taxes and provide more for generations to come.

How Overtrading Can Undercut After-Tax Returns

Excessive turnover in taxable accounts can lead to tax consequences.

Watch Out for Wash Sales

What the IRS rule on wash sales might mean for you.

Tax Credits: What They Are and How They Work

Tax credits can help reduce your tax burden and let you keep more of your money.

What Are Tax Brackets and Marginal Tax Rates?

What are the tax brackets and how do marginal tax brackets work? Find out about tax rates as we head into income tax season.

How Are Capital Gains Taxed?

When an asset is sold for a profit, Uncle Sam wants his share. Depending on your income level, your capital gains rate might be lower than your ordinary tax rate.

3 Mistakes to Avoid When Making a Large Portfolio Withdrawal

How to manage a large portfolio withdrawal without throwing the rest of your finances out of whack.