Tax Articles & Insights

Tax loss harvesting may help you lower your tax bill.

5 Tips for Year-End Tax Planning

Taxes can have a big impact on investments, so making the right moves can mean the difference between significant gains or losses.

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Why Taxes Should Be Part of Your Investing Plan

It Adds Up: Why Taxes Matter to Investors

You certainly can’t avoid taxes, but you can develop strategies that may minimize their impact on your investment returns.

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What to do with your tax refund.

You Got Your Tax Refund; Now What?

While many people use their tax refunds for a vacation or a big screen TV, you may want to consider more long-term financial priorities.  

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Several factors can help you determine what investments to trade during tax loss harvesting.

Tax Loss Harvesting: What to Consider Dumping?

Figuring out what to sell and what to hold during tax loss harvesting can be tricky, but several factors can help lead you to make more informed choices.

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Tax loss harvesting may help you lower your tax bill.

Can Tax Loss Harvesting Help Offset Gains?

Tax loss harvesting, which involves strategically selling underperforming assets, may help you when it’s time to pay your taxes.

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