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Tax Optimization

Being tax-smart is about paying all the taxes you owe but planning effectively to make sure your tax liability isn't higher than it needs to be. Learn to make tax-smart decisions to take home more of the money you might earn.

5 Common Roth Conversion Mistakes

5 Common Roth Conversion Mistakes

Converting your Traditional IRA to a Roth IRA can be a useful strategy for many investors. However, mistakes along the way can cost you—we’ll help you avoid them.

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

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.

Roth IRA Rules: Smart Ways to Minimize Taxes on a Conversion

Roth IRA Rules: Smart Ways to Minimize Taxes on a Conversion

Roth IRA rules can appear limiting on first glance—but you may be able to fund a Roth by rolling over funds from another account.

Recent Articles

How to Help Minimize Taxes on Your Savings Account Earnings

Learn how you can help minimize taxes on earnings by focusing on state and local tax advantages with savings account alternatives.

How to Execute a Roth Conversion

When you move assets from a traditional IRA into a Roth IRA, the switch can be to your advantage, but there are risks as well. Financial experts call this move a “Roth conversion.”

If You’re Supporting Both Your Parents and Children, These Tax Benefits May Help

If you’re financially responsible for both your parents and children, follow these tips to help maximize your tax benefits.

How to Maximize Your Tax Benefits from Charitable Donations

When you make charitable contributions, you can maximize the benefits of your tax bill by strategically planning how and what you’re donating.

Dip into Your Taxable Account to Max Out Your IRA

If want to fund an IRA but your only source of free cash is from assets in a taxable account, it can be worth it to sell and reinvest in an IRA—even if it means a small tax bill. Here’s why.

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