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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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How to Use a QPRT

Qualified Personal Residential Trusts (QPRTs) can be effective estate planning tools that may help you pay fewer gift and estate taxes when passing on a house to your heirs.

August 20, 2025

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What Is a Composite 1099 Form?

Brokerage accounts typically generate a 1099 composite form. Learn some important sections of the tax form and when to expect your 1099 composite form.

August 20, 2025

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Estate Tax Uncertainties

Three trust types that may help guard against future estate tax changes.

August 20, 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 a Composite 1099 Form?

Brokerage accounts typically generate a 1099 composite form. Learn some important sections of the tax form and when to expect your 1099 composite form.

August 20, 2025 • Hayden Adams

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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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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

Taxes in retirement

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Ways to Pay for College

With college costs soaring, many grandparents want to step in to help. Here are three tax-smart strategies to consider.

August 15, 2025

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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 14, 2025

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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.

August 12, 2025

Gift & estate tax planning

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Education

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Taxes

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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.