Tax planning and investing

Tax time doesn't have to be complicated. Find information, guides and answers to help you choose tax-smart investment strategies and make filing your federal income taxes a little easier this year.

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Tax-smart strategies

Many people wait until February or March to think about taxes. Sound familiar? If so, it may be time to rethink your strategy. These resources can help you find ways to incorporate tax-smart investing ideas year-round.

Tax-efficient investing for high-income earners

Every dollar saved in taxes is one more you can spend, save or give to others. These three tax-smart strategies may help you reduce taxes now or in the future.

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Building tax-free assets today to help manage taxes in retirement

Where you save for retirement is an important decision. Learn more about the benefits of having tax-free assets in retirement and how you can incorporate these accounts into your retirement strategy.

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How tax-loss and tax-gains harvesting work

We all want strong investment performance, but with it comes the potential for capital gains taxes. These strategies may help reduce your capital gains taxes and increase your after-tax investment returns.

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Tax season calendar

View important deadline dates for trades, furnishing tax forms and filing tax returns.

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Your tax-filing checklist

Do you have everything you need to file your taxes? This list covers some of the most common documents and information you may need to complete your income tax return.

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Avoid these common tax-filing mistakes

If you choose to do your taxes yourself instead of hiring a tax prep professional, consider these steps to reduce the chance of making a mistake.

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More resources on investments and taxes

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How to start an investment portfolio

Take control of your future with a carefully crafted investment portfolio. Learn the five steps to help secure your financial future.

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construction workers

Business exit planning: 5 steps to help get started

Exit from your business while maximizing return potential and maintaining continuity

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A husband and wife enjoy the outdoors with a newly-determined financial strategy in place.

Investing rules of the road

Not sure how to invest? These 10 time-tested rules can help investors in the long term.

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