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.

Are 529 contributions tax deductible?

Used properly, these plans can help you save more and pay less.
Do you need answers to these top tax questions?

Answers from our tax strategy experts may help give you an edge.
IRS rules for caregivers

How to help avoid making yourself an employer subject to taxation.
Top 10 retirement myths

Debunking common misconceptions about taxes, Social Security and more.
Feeling taxed?

Many Americans are unsure of what to expect for retirement taxes.
Tax Planning Checklist

After tax season ends, tax planning can begin.
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.
15 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.
8 tips for choosing a tax preparer

This checklist can help you find the right tax advisor.
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