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Tax Strategies

Tips to manage your taxes efficiently.
CONTENT WITH Tax Strategies

Tips to manage your taxes efficiently.

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Although it’s not clear what final legislation could look like, there are possible ways to mitigate any potential tax impact.
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If you’re new to options trading, you may be wondering how those trades are taxed. Here’s a rundown of some potential tax pitfalls with options strategies.
Five tax planning missteps—and how to avoid them.
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Was your tax refund smaller than in previous years? Did you owe more than usual? Here’s why.
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.
Find out how the concept of withholding works and the important role it plays in managing your taxes efficiently.
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Understanding cost basis may help you keep more of your capital gains.

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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