Taxes
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What You Can Learn From Your 1099 Forms
These forms can yield valuable information about your portfolio’s asset location and tax efficiency.
Ed Slott: ‘Your IRA Is an IOU to the IRS’
What to consider for IRA conversions in the new year.
Should You Gift Your Appreciated Assets During Your Lifetime?
The strategy can yield a tax benefit, but it isn’t a sure thing.
Ed Slott: What Investors Need to Do Before the Tax Cuts and Jobs Act Expires
Make sure you are prepared for tax changes that could come in 2026.
Social Security Is Taxable? Don’t Be Caught Off Guard
Here’s how to determine what you owe this tax season.
Can a Taxable Account Beat a 401(k)?
Investment quality and expenses, as well as tax costs, are big swing factors.
When Will I Get My Tax Refund?
The different types of taxes you owe, how much to expect from your tax refund this year, and more.
The Best Investments for Taxable Accounts
With some care, investors can build a tax-efficient portfolio that’s diversified, too.
Which Investments to Keep Out of Your Taxable Account
Sizable mutual fund capital gains distributions illustrate a simple fact: Some investments are structurally a poor fit for taxable accounts.
What to Have on Your Tax Radar for 2024
Tax expert Ed Slott discusses Secure Act 2.0 provisions and what to know about higher income and estate tax rates in 2026.
Your 2024 Tax Fact Sheet and Calendar
Bookmark this guide to stay abreast of the tax-related dates and data that should be on your radar this year.
What Are the Tax Implications of a TCJA ‘Sunset’?
As we sit here in late 2023, it’s going to be a little bit trickier to plan for tax changes in 2026.
Tim Steffen: Smart Tax Moves for 2024 and Beyond
Baird’s director of advanced planning discusses Secure 2.0 changes that are phasing in next year, as well as strategies for Roth conversions and tax-savvy portfolio management.
5 Unusual Tax Moves to Make Before Year-End
Use your credit card for deductible expenses, and clean out your closets.
Ed Slott: Roth Conversions Especially Attractive Before 2026
The tax- and retirement-planning expert on why a series of phased conversions could make sense if higher tax rates are a possibility.