Personal Finance & Planning

Financial planning for life's milestones.
CONTENT WITH Personal Finance & Planning

Financial planning for life's milestones.

IRAs may offer tax benefits, but breaking the rules can have severe consequences for your savings. Here’s how to avoid some common IRA tax pitfalls.
If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.
If you own foreign investments, you’ve probably paid foreign taxes on them. You may be able to avoid being taxed a second time on those investments if you claim a credit or deduction on your U.S. tax return. But which is the best choice?
What the IRS rule on wash sales might mean for you.
Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

Do’s and Don’ts for the Next Bear Market

Market downturns are inevitable. Your response is not.
A look at how donor-advised funds and private foundations compare.

Be a Smarter Money Manager in 2019

Here’s a calendar of financial tips and tasks for 2019, including important deadlines and changes for the year.

Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.

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