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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

2024 Tax Moves to Consider

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

November 15, 2024 Hayden Adams

Tax CTA

Learn tax-smart strategies for filing.

Tax planning

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

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

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

Tax-smart accounts

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 Hayden Adams

Tax-efficient investing

Giving With Noncash Assets

Leveraging the appreciation of assets such as real estate or stock to make charitable gifts can help maximize your philanthropic impact and reduce your taxes.

October 11, 2024 Caleb Lund • Susan Hirshman

Tax-Loss Harvesting Basics

Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

December 13, 2023

Form 1099-B Reporting

Learn what cost basis is, where to find it on Form 1099-B, and what option traders might expect with their Form 1099-B.

October 02, 2023

Taxes on Wash Sales and More

For end-of-year tax planning, traders and investors should know how wash sales, constructive sales, short positions, and Section 1256 contracts could impact their taxes.

March 27, 2023

Taxes in retirement

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

Want to Downsize Your Home?

Moving to a smaller house can have many financial advantages. Here's what you should consider from a tax perspective.

September 09, 2024

Your Retirement Lifestyle

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

June 14, 2024

Gift & estate tax 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.