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Tax Strategies

Tips to manage your taxes efficiently.
CONTENT WITH Tax Strategies

Tips to manage your taxes efficiently.

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.
Here's what to do—and not do—to help minimize taxes in retirement.
Was your tax refund smaller than in previous years? Did you owe more than usual? Here’s why.
With Tax Day right around the corner, here are eight things to keep in mind as you prepare to file your taxes.
Answers to the most commonly asked questions about HSAs.
Learn how year-round tax planning could benefit your overall financial plan.
There are generous exclusions for capital gains on the sale of a home—but timing is crucial.
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.

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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