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Insights & Ideas

Keeping you at the forefront of modern investing
CONTENT WITH Taxes
Selecting tax-smart accounts may help your retirement savings last longer.
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Was your tax refund smaller than in previous years? Did you owe more than usual? Here’s why.
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If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.
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The Saver's Credit is like a retirement match from Uncle Sam—if you qualify. Here's what you need to know.
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 Day is coming soon. But it’s not too late to make these tax-smart moves.
IRAs can help you build wealth for retirement and potentially get tax breaks, either up front or in the future.
With Tax Day right around the corner, here are eight things to keep in mind as you prepare to file your 2020 taxes.
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If you own foreign investments, you’ve probably paid foreign taxes on them. You may be able to avoid being taxed a second time on those investments if you claim a credit or deduction on your U.S. tax return. But which is the best choice?
RMDs can take a toll on your tax bill. Consider these strategies to help reduce the sting.
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