Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

5 Pitfalls to Avoid During Mutual Fund Capital Gain Distribution Season

September 30, 2016 -

Unwanted distributions will be here before you know it—navigate them wisely


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Dividends and Taxes: Dos and Don'ts

October 1, 2015 -

Taxes on qualified dividends are low, but investors can still encounter unwelcome surprises.


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Dos and Don’ts for Mutual Fund Capital Gains

September 24, 2015 -

Selling pre-emptively may make sense on a few occasions, but not usually.


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Cost-Basis Choices Not Set in Stone

March 5, 2015 - Investors may switch methods used to calculate capital gains, with one big exception.
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The Tax Break That Does Not Die With You

February 27, 2015 -

Widowed investors are at risk of missing an important tax break because they are not aware of a key deadline.


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6 Key Reasons Why Investing in a Taxable Account Is Underrated

February 25, 2015 -

Currently low tax rates are one of the key reasons that taxable accounts should be part of most investors’ tool kits.


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Are Your Assets in the Right Types of Accounts?

January 27, 2015 -

Taking care with asset placement can result in big tax savings.


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How to Choose a Tax Preparer

December 1, 2014 -

Use these tips to search for a qualified tax professional


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A Tax-Smart Plan for Retirement Withdrawals

November 1, 2014 -

Take a closer look at the sequence of your withdrawals to preserve your tax benefits


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Re-Thinking Capital Loss Harvesting

October 22, 2014 -

Focus on capital gains rates


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The “Kiddie” Tax

September 1, 2014 -

Gain a basic understanding of how children are taxed


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Back Door Roth IRAs: Should You Have One?

April 21, 2014 -

Converting traditional IRAs to a Roth


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1031 Exchange

Defer capital gains on business or investment property


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Donor-Advised Fund

Charitable giving with less administration


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Roth IRA Conversions

An often overlooked strategy


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Estate Planning Tax Strategies

Eliminate or minimize estate taxes


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The Cliff and You

January 23, 2013 -

Understanding the American Taxpayer Relief Act of 2012


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