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Tax Strategies

Tips to manage your taxes efficiently.
CONTENT WITH Tax Strategies

Tips to manage your taxes efficiently.

Learn how year-round tax planning could benefit your overall financial plan.
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There are generous exclusions for capital gains on the sale of a home—but timing is crucial.
Here's what to do—and not do—to help minimize taxes in retirement.
Learn about two different withdrawal strategies that can be used to efficiently manage your taxes in retirement.
You could owe federal and state taxes on your Social Security benefits. Here’s what you need to know.
Find out how the concept of withholding works and the important role it plays in managing your taxes efficiently.
With Tax Day right around the corner, here are nine things to keep in mind as you prepare to file your taxes.
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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.
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Watch out for these common errors when preparing your tax return.
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Take advantage of these deductions if you’ve incurred investment expenses.

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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