Taxes
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
5 Things to Consider About Taxable Municipal Bonds
Taxable municipal bonds may be an attractive option for investors in lower tax brackets, but there are things investors should know before making a decision.
Understanding Depreciation Recapture on Rentals
Claiming depreciation on income property can offer a break on your tax bill. But when it's time to sell, depreciation recapture could complicate your tax situation.
IRA Taxes: Rules to Know and Understand
IRAs may offer tax benefits, but breaking the rules can have severe consequences for your savings. Here's how to avoid some common IRA tax pitfalls.
4 Paths to a Roth IRA for High-Income Earners
Even if your income is above the limit, you can still enjoy the tax advantages of a Roth IRA. Here are four ways to contribute to a coveted Roth account.
The Estate Tax and Lifetime Gifting
If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.
Using Tax Brackets to Manage Your Taxable Income
Managing your income around the tax-bracket thresholds can help you avoid paying higher rates.
Is Social Security Taxable? 4 Ways to Minimize Taxes
Many retirees are surprised to learn that Social Security may be subject to taxation. Here are four strategies to help minimize taxes on your benefits.
What is the Saver's Credit and How Does It Work?
If you contribute to an IRA, 401(k), or other retirement plan, you may qualify for the Saver's Credit. Learn more about how the Saver's Tax Credit works.
Watch Out for the Kiddie Tax
Does your child have unearned income? Make sure you understand Kiddie Tax rules.
Incentive Stock Option (ISO) Taxes: A Guide
Incentive Stock Option (ISO) taxes can be complex to navigate. This ISO tax guide explains the basics of how ISOs are taxed and what documents are needed to file in the U.S.