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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

Smart Tax Moves for 2023

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

February 13, 2024 Hayden Adams

Tax CTA

Learn tax-smart strategies for filing.

Tax planning

Navigating a Windfall

Three tips for incorporating a large influx of assets into your financial plan.

September 13, 2024

Life Insurance and Your Estate

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

June 14, 2024

Tax on Donations: Equity Awards

Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

May 28, 2024

Tax-smart accounts

Benefits of Investing Your HSA

Health savings accounts (HSAs) are for more than just routine medical expenses. By investing a portion of your account, you can potentially grow your funds tax-free.

February 28, 2024

Smart Tax Moves for 2023

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

February 13, 2024

Tax-efficient investing

Family Help: Loan vs. Gift

Be sure you know what you're getting into before you agree to a family loan.

July 12, 2024

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.

March 13, 2024

What is Tax-Gain Harvesting?

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

March 11, 2024

Deductible Investment Expenses

The IRS allows various tax deductions for expenses related to producing taxable investment income. Do yours qualify?

December 15, 2023

Taxes in retirement

RMD Strategies for Tax Time

Required Minimum Distributions (RMDs) can take a toll on your tax bill. Consider these strategies to help reduce the sting.

January 31, 2024

Reducing RMDs With QCDs

A qualified charitable distribution (QCD) can be a great way to reduce required minimum distributions (RMDs) and optimize the tax benefits of giving.

December 22, 2023

Taxes in Retirement

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

October 16, 2023

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.