Taxes

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

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.

How to Minimize the Risk of an IRS Audit

A number of tax audits result from preventable mistakes. Here are the five most common audit red flags—and what to do to avoid them.

Tax-Filing Strategies for High-Income Earners

Strategically realizing or reducing income each year can help maximize after-tax returns—and potentially increase your wealth over time.

How to Lower Your Taxes by Harvesting Gains

Strategically selling your winning investments could reduce current and future taxes.

How to Use Direct Indexing as a Tax Strategy

Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.