There are two basic types of tax-advantaged accounts – tax-deferred and tax-exempt accounts. Learn more about the differences here. When saving or investing for future expenses, people tend to focus ...

Investment portfolios can and do generate taxable events for clients. The cost of taxes can be significant for investors. Tax-managed investing doesn't have to be so confusing, but the financial world ...

Without proper planning, taxes may consume a painful share of your clients’ investment returns. This is because different types of accounts and assets are taxed in different ways, and taxes can have a ...

Dealing with taxes as an investor can be complicated, but the last thing you want is to lose more money to the Internal Revenue Service (IRS) than you have to. That’s where tax-efficient funds come in ...

Whether you're a business owner, high earner, or retiree, consider these strategies to reduce taxable income and capital gains for a smaller tax bill in 2024. Whether you're a business owner, high ...

Retirement planning is about more than saving money. It also requires a thoughtful approach to organizing your assets in a way that minimizes tax liabilities. And an important aspect of that process ...

While you can't wholly avoid taxes on dividends in taxable accounts, you can minimize them. Dividend income represents one of the most attractive benefits of stock ownership, providing investors with ...

No matter what line of work you happen to find yourself in, you know that the government takes a bite out of your paycheck on a state and federal level. What’s less commonly known, however, is that ...

What Is Retirement Income Tax? Retirement income tax refers to the portion of an individual's income that is subject to ...

A retiree’s ability to exert some control over their taxes in retirement is greatly increased when their retirement portfolio includes accounts with different tax characteristics. When businesses ...