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Personal Finance & Planning

Financial planning for life's milestones.
CONTENT WITH Personal Finance & Planning

Financial planning for life's milestones.

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Helpful tax tips for your charitable contributions, including stock donations.
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.
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For 2020, 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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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?
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Several factors may make it worthwhile to convert all or part of a traditional IRA to a Roth IRA in 2020, depending on your circumstances.
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Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.
Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.
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Asking these 6 questions could help reduce your taxable income and minimize what you owe come tax season.
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The end of the year is a great time for a portfolio review—and to evaluate your overall approach to saving and investing. Consider these six tax-smart steps now.
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Watch out for these common errors when preparing your tax return.

Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.

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