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Insights & Ideas

Keeping you at the forefront of modern investing
Understanding cost basis may help you keep more of your capital gains.
If you're interested in tax-free municipal bonds, you might want to keep an eye out for these seven tax traps.
Whether or not your teen needs to file a tax return, a first job can be a great lesson in financial reality.
If you’ve retired but are considering returning to work, be aware that your decision may affect your tax situation, Social Security and Medicare benefits.
Debt is a tool that isn’t inherently bad or good—it depends on how much you borrow and what it’s used for. Here are a few ideas to help you borrow wisely.
These triple-tax-advantaged accounts could help pay for health care in retirement.
Watch out for these common errors when preparing your tax return.
Tax-efficient investing should be a year-round consideration, not just during tax season. These tips can help you get started.
Mistakes are easy to make when filing your taxes, and can lead to delays in processing your return. Here are six of the most common tax-filing mistakes.
Use these tips to help make your tax filing go more smoothly.
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