Year-round tax planning: Strategies for the four seasons This quarterly breakdown of key deadlines and decisions can help to maintain an effective, proactive tax plan.
Charitable giving: Tax-smart strategies for doing good Developing a tax-savvy giving back strategy can be an important part of a comprehensive financial plan — and help make doing good an effective year-round endeavor.
What taxpayers need to do before the extension deadline Taxpayers with a 2025 tax extension have until Oct. 15 to file. Learn what documents to gather, how to file, and what to know about unpaid taxes.
Inherited IRA beneficiary options & withdrawal rules An inherited IRA is an account that is opened when someone inherits an IRA after the original owner dies. Discover the top rules for inherited IRAs.
What is a beneficiary? A beneficiary is someone you designate to inherit your financial assets. Learn the importance of naming a beneficiary for your accounts and estate planning.
Are 529 contributions tax deductible? Federal and state rules 529 contributions are not deductible on your federal tax return — though more than 30 states offer a state income tax deduction or credit.
What is a required minimum distribution (RMD)? Required minimum distributions (RMDs) are mandatory withdrawals from tax-deferred retirement accounts starting at age 73.
What is a Roth IRA? A Roth IRA is an individual retirement account funded with after-tax dollars that may offer several benefits such as tax-free withdrawals and no required distributions.
What is a 401(k)? The 401(k) is a common workplace retirement plan that gives employees the opportunity to invest for retirement in a tax-advantaged way. Learn how it can serve as a pillar of wealth building.
529 withdrawal rules: Taxes, penalties, and how it works 529 plans can be a smart tax move to save for college, and be sure you understand how qualified and non-qualified withdrawals work to maximize the value.
HSA, FSA & HRA reimbursement explained Make a plan to get paid back for healthcare expenses through health savings accounts, flexible spending accounts, and health reimbursement accounts.
How do investing decisions affect taxes? Get a Sense Check Investment decisions can trigger capital gains, affect tax brackets, and even impact Medicare premiums.
