Taxes

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

Can You Give Stock as a Gift?

Giving stock can be both a financial gift and a personal finance lesson. But get the details first.

Should You Start Giving Money to Your Heirs Now or Leave a Bequest?

Giving away assets in one's lifetime might make sense tax-wise, but the issue is deeply emotional and personal for most people.

Beware Taxes on Discounted Munis

Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

Taxation Nation: Which State Taxes Matter to You?

Your overall tax liability is heavily dependent on where you live. Here's your state-by-state guide to who charges what.

2022 Taxes: 8 Things to Know Now

With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2022 taxes.

Tax Filing: Are You Ready?

The sooner you start gathering your tax forms and getting ready to file, the less stress you're likely to feel as Tax Day approaches.

Tax Rates & Brackets Explained

Find out how tax rates and brackets influence what you pay in income tax, what the new bracket ranges are for 2022, and how to calculate your effective tax rate.

Tax-Smart Charitable Giving

If you're deciding between taking the standard deduction or itemizing, learn three tax-smart ways to get a tax deduction for your charitable giving.

Watch Out for Wash Sales

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

How Overtrading Can Undercut After-Tax Returns

Excessive turnover in taxable accounts can lead to tax consequences.