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Insights & Ideas

Keeping you at the forefront of modern investing
CONTENT WITH Taxes
The new tax law may lead to fewer people taking the charitable donations deduction.
The end of the year is a great time to review your portfolio—and your overall approach to saving and investing. Consider these six tax-smart steps now.
IRAs may offer tax benefits, but unwary investors can end up in a variety of IRA-related tax traps if they don't follow the rules. Here's how to potentially avoid some common pitfalls.
Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.
How the Tax Cuts and Jobs Act may affect your next donation.
There are steps you can take before the end of the year to get organized and potentially minimize what you’ll owe.
If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.
Interest on a HELOC may still be tax-deductible, but there are new laws and limits.
Take advantage of these deductions if you’ve incurred investment expenses.

AMT Triggers

Will you have to pay alternative minimum tax? Here’s what you should know about the AMT, and steps you can take to potentially avoid it.
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