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Taxes

Get answers to tax-filing questions and find out how year-round tax planning may help you save and build more wealth over time

Tax filing

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401(k) Tax Deductions

You may be eligible for a 401(k) tax deduction if you have a retirement account. Read about contribution limits, employer contributions, and tax-deferred alternatives.

March 21, 2025

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Direct Indexing Tax Guide

Direct indexing has the potential to boost after-tax returns for investors seeking a more tax-efficient portfolio. Here's what to consider before implementing this tax strategy.

March 07, 2025

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2024 Tax Moves to Consider

Tax Day is coming soon. But it's not too late to manage your tax liability.

November 15, 2024

Learn tax-smart strategies for filing.

Go to tax planning guide

Tax planning

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What is Tax-Gain Harvesting?

Strategically selling your winning investments could reduce current and future taxes.

August 07, 2025

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Managing Social Security Taxes

High-income retirees are all but guaranteed to pay tax on their Social Security benefits. Here's how you can manage your overall tax hit before and after you start collecting.

June 06, 2025

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ILITs and the Three-Year Rule

Life insurance gifted to an irrevocable life insurance trust (ILIT) within three years of your death will be included in your estate for tax purposes. Can you avoid a clawback?

June 06, 2025

Tax-smart accounts

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401(k) Tax Deductions

You may be eligible for a 401(k) tax deduction if you have a retirement account. Read about contribution limits, employer contributions, and tax-deferred alternatives.

March 21, 2025 • Hayden Adams

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Choices Beyond a Roth IRA

If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.

March 11, 2025

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Roth IRAs for High Earners

Even if your income is above the limit, you can still enjoy the tax advantages of a Roth IRA. Here are four ways to contribute to a coveted Roth account.

February 13, 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

Tax-efficient investing

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What is Tax-Gain Harvesting?

Strategically selling your winning investments could reduce current and future taxes.

August 07, 2025 • Hayden Adams

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4 Reasons to Sell Your Losers

How to use tax-loss harvesting to your advantage.

July 31, 2025

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Direct Indexing Tax Guide

Direct indexing has the potential to boost after-tax returns for investors seeking a more tax-efficient portfolio. Here's what to consider before implementing this tax strategy.

March 07, 2025

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Depreciation Recapture & Taxes

Claiming depreciation on income property can offer a break on your tax bill. But when it's time to sell, depreciation recapture could complicate your tax situation.

February 14, 2025

Taxes in retirement

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Your Retirement Lifestyle

When it comes to planning for retirement, determining your personal identity—and associated goals—is an important (and often overlooked) step.

July 31, 2025

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Taxes in Retirement

As you approach and enter your golden years, calculating your tax obligations could be tricky.

March 14, 2025

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Life Events and Taxes

Life's major milestones can have implications for your taxes. Here are tips to help get ahead of them.

March 14, 2025

Gift & estate tax planning

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Estate Planning

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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.

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.

Investing involves risk, including loss of principal.