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Tax Planning

Lowering your taxes means planning your taxes all year long. As your life changes, your tax planning should change, too. Let us guide you through how to plan your taxes when investing.

If You Live In New York, These Tax Rules Might Help You Save On Taxes

If You Live In New York, These Tax Rules Might Help You Save On Taxes

If you're a New Yorker, it’s important to be aware of certain tax rules so that you can save more of your hard-earned money.

5 Hacks to Get More from Your IRA

5 Hacks to Get More from Your IRA

You already know that contributing to an IRA is a smart move for building retirement savings. Take it a step further by using these five hacks to make the most of your money.

Taking Time Off From Work Can Be A Secret Tax Opportunity

Taking Time Off From Work Can Be A Secret Tax Opportunity

If you’re taking off time from work—e.g. sabbatical, leave of absence, or traveling the world—you might be able to take advantage of a special tax boon if you put money toward retirement.

Recent Articles

State and Local Taxes Affect Your Wallet

There are other types of taxes besides income tax. We’ll walk you through common types of state and local taxes, and provide tips on how you can minimize your tax liability so that you can keep more money in your wallet.

How We Use Your Dividends To Keep Your Tax Bill Low

Every penny that comes into your account is used to rebalance dynamically—and in a tax-savvy way.

Tax Deductions: Reading Between the Lines

Tax deductions can lower the amount of income that you end up paying taxes on. We’ll highlight popular above-the-line deductions and below-the-line deductions you may want to consider.

Put Your Tax Refund To Work—We’ll Show You How

You finally got your tax refund. Now what? We’ll show you how to put it to use so that you can get the most of your money.

Married Filing Separately: Marriage Tax Benefit or Penalty?

If you’re married, deciding how to file your taxes—jointly or separately—may make a difference in how much you pay. Here’s what you need to consider.

3 Time-Sensitive Tax Moves to Consider this December

Tax planning can help you make the most of your hard-earned money, and December is a great time to do it.

What Should I Know About Taxes on My Investment Accounts?

An informed and educated investor can make better decisions if they know the unique tax attributes of each type of investment account.

9 Tax Planning Moves to Consider Before 2018 Ends

As we approach the end of the year, keep in mind year-end financial opportunities, especially tax-smart moves that could help you keep more of what you’ve earned.

How to Withhold Taxes on IRA Distributions

Learn more about how you can set up withholding from your IRA distributions, so that we can send taxes directly to the IRS on your behalf.

How to Donate Your Investments to Charity

Learn more about how you can donate shares directly to charity, which can result in tax benefits.

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