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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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Performance Stock: PSUs & PSAs

Learn about performance stock units (PSUs) and performance stock awards (PSAs), including how to enroll and how they may impact your taxes.

January 10, 2025

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How to Avoid Overconcentration

Overconcentration in a single stock—even your company's stock—is risky. Learn about overconcentration, how to avoid it, and what to consider before selling stock.

January 10, 2025

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Equity Awards in a Down Market

Some equity compensation plans have protections built in to help you weather market downturns. If you're concerned about market volatility, here are a few strategies to consider.

January 10, 2025

College and education

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Save or Pay Off Student Loans?

Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.

October 09, 2024

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Coverdell Savings Accounts

Coverdell Education Savings Accounts (ESA) can provide more flexible investing options compared to 529 college savings plans.

September 26, 2024

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529s Benefit From FAFSA Update

529 accounts owned by someone other than the beneficiary's parent no longer affect need-based financial aid. Here's what to know before you open an account for your grandchild or other family member.

August 16, 2024

Estate planning

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Small Business Reporting Rules

What small-business owners need to know about the new Corporate Transparency Act.

December 13, 2024

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Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.

December 06, 2024

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Inheritance Considerations

Passing wealth to the next generation can create security and opportunity, but the amounts and methods for your giving should be informed by the financial skills and goals of the recipients.

November 15, 2024

Saving for retirement

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IRA Contribution Rules

What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account.

January 07, 2025

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Is an IRA Right for You?

IRAs can help you build wealth for retirement and potentially get tax breaks, either up front or in the future. 

December 19, 2024

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What Is an IRA?

Looking for a tax-smart way to save for your future? Find out what an IRA is, what it offers, and how the three main types differ.

December 17, 2024

In retirement

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Retirement Health Care Costs

Four tips for managing health care costs in retirement.

December 11, 2024

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Inherited IRA RMDs

The IRS has waived RMD requirements from inherited IRAs for 2024. Here's how to decide whether you should take or skip the withdrawal.

November 15, 2024

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Warn Your Parents About Fraud

Frauds and scams can happen at any time. It's important to know the red flags and to talk to the elders in your life about how to help protect their assets.

October 07, 2024

Tax planning

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Divorce and Taxes

When divvying up assets during divorce proceedings, taxes should be a key consideration, not an afterthought. Here's how different assets may be treated in the event of divorce.

November 15, 2024

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Cryptocurrencies and Taxes

Virtual currencies can result in real tax liabilities. Here's how crypto is taxed and how to report such transactions on your return.

November 13, 2024

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2024 Taxes: 8 Things to Know

Get ready for Tax Day 2024 with these eight essential tips. Learn what taxes are, the tax brackets for 2024, and more.

November 05, 2024

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Retirement IRA 401(k) Taxes Financial Planning Budgeting Education Estate Planning Health Care Wills

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Investing involves risk, including loss of principal.

Past performance is no guarantee of future results.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.