TAX PLANNING

Should you hire a tax preparer? Why is getting a tax refund a bad thing? Get expert tips and a fresh outlook on these and many other topics.

IRS rules for caregivers

How to help avoid making yourself an employer subject to taxation.
Simplify Finances by Consolidating Retirement Accounts

Retirement plans can have blinds without a holistic approach
Top 10 retirement myths

Debunking common misconceptions about taxes, Social Security and more.
How to Answer Inheritance Questions

When it comes to passing things down to your children, remember: your taste is not their taste.
Taxes in 2025

As Congress debates proposals in 2025, learn what’s at stake.
Taxes on charitable contributions

Thinking of giving to charity? Now may be the perfect time.
Tax Mitigation Strategies to Help Optimize Your Tax Savings

A Q&A with Wei-Yin Hu, Ph.D., Vice President, Financial Research and Strategy.
Key 2024 Year-End Tax Planning Moves to Consider

Don’t delay; some of them might take time to implement.
Work From Home Tax Deductions Explained

Find out if you qualify for work from home tax write offs.
Tax Planning for Your Home Office
What is Tax-Loss Harvesting? We answer your questions

The important nuances to know about this tax-efficient strategy.
Business owners: A new filing requires your attention in 2024

Because money doesn’t come with instructions.®
Tax Planning Checklist

After tax season ends, tax planning can begin.
Do you need answers to these top tax questions?

Answers from our tax strategy experts may help give you an edge.
Unlock the benefits of a tax loss harvesting strategy

It’s even more powerful when combined with rebalancing.
Why paying capital gains tax on mutual funds isn’t so bad

It's all about how mutual funds are structured.
Make charitable contributions count like never before

Strategic ways to help others, leave a legacy and potentially reduce taxable income.
Roth conversions – pros and cons

Why this strategy may – or may not – be right for you.
How Qualified Charitable Donations Can Lower Your Taxes

Meet your RMD without impacting your tax rate.
14 Tax Saving Strategies to Minimize Your Expenses

Here’s how you can reduce your taxable income this season.
Tax Efficient Investing Strategies

6 tax considerations to help you keep more of your hard-earned money.
Determine Your Tax Filing Status as a Qualifying Surviving Spouse

Don’t let choosing the wrong status make a difficult time even more stressful.
Tax saving strategies you can employ all year

Don’t wait until year end to consider implementing these tax reduction strategies.
Feeling taxed?

Many Americans are unsure of what to expect for retirement taxes.
8 tips for choosing a tax preparer

This checklist can help you find the right tax advisor.
Are 529 contributions tax deductible?

Used properly, these plans can help you save more and pay less.
Understanding potential capital gains tax on real estate in a hot market

An interview with wealth planner Isabel Barrow, director, financial planning at Edelman Financial Engines