Taxes

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

Tax Withholding in Retirement

How to help ensure you pay your fair share once you're no longer working.

What Does the Federal Reserve Do?

The Federal Reserve, or the Fed, is an important and influential part of the U.S. economy, and its role is explained further in this video.

Save on Taxes: Know Your Cost Basis

What is your cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's how.

The Backdoor Roth: Is It Right for You?

If your income is too high to contribute to a Roth IRA, there's another way in—but it comes with some caveats.

Capital Gains Taxes Explained

Taxes can impact the growth of your portfolio, so it's important to understand how capital gains taxes work and learn some strategies that could potentially minimize them.

How Do Tax Brackets Actually Work?

We'll dispel some tax myths and explain how tax brackets actually work.

Make the Most of EV Tax Credits, Solar Tax Credits, and More

Learn how to claim tax credits for EVs and home energy-efficiency improvements.

How to Cut Your Tax Bill with Tax-Loss Harvesting

Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

Reducing RMDs With QCDs

A QCD can be a great way to reduce RMDs and optimize the tax benefits of giving.

Investment Expenses: What's Tax Deductible?

The IRS allows taxpayers various tax deductions for investment-related expenses if those expenses are related to producing taxable investment income. Do your expenses qualify?