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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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Key changes in the U.S. tax code overhaul from 2017.
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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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?
If you’re deciding between taking the standard deduction or itemizing, learn three tax-smart ways to get a tax deduction for your charitable giving.
Find out how tax rates and brackets influence what you pay in income tax, how the 2018 changes to the tax law impacted rates and brackets, and what the new bracket ranges are for 2020.
2018 tax reform meant big changes to itemized deductions. Learn about some of the biggest changes and how they may impact your tax return.
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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.
With Tax Day right around the corner, here are eight things to keep in mind as you prepare to file your 2020 taxes.
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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.

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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