Taxes

July 1, 2022

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

ETFs and Taxes: What You Need to Know

Different ETF structures have different tax implications. Be informed and avoid unpleasant surprises come tax time.

How Overtrading Can Undercut After-Tax Returns

Excessive turnover in taxable accounts can lead to tax consequences.

NFTs 101: Taxes, Risks, and More

Nonfungible tokens have become the latest investment craze. Here's what you need to know.

Understanding the Kiddie Tax

Does your child have unearned income? Make sure you understand Kiddie Tax rules.

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.

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.