Tax Planning

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

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

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.

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.

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.

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.

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

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.

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.

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.