Planning

Tax Strategies

The IRS allows taxpayers various tax deductions for investment-related expenses if those expenses are related to producing taxable investment income. Do your expenses qualify?
Sharing the Wealth: How Lifetime Gift Tax Exemption Works
Personal Finance & Planning

It may benefit your loved ones—and your own financial plan—to give more while you’re still living. Here’s what you need to know about the gift tax and estate tax exemptions.

Planning content

Tax Strategies

Increase your giving power while potentially minimizing your tax liability.
Tax Strategies

The end of the year is a great time for a portfolio review—and to evaluate your overall approach to saving and investing. Consider these five tax-smart steps now.
Tax Strategies

The IRS allows taxpayers various tax deductions for investment-related expenses if those expenses are related to producing taxable investment income. Do your expenses qualify?
Sharing the Wealth: How Lifetime Gift Tax Exemption Works
Personal Finance & Planning

It may benefit your loved ones—and your own financial plan—to give more while you’re still living. Here’s what you need to know about the gift tax and estate tax exemptions.
Personal Finance & Planning

A popular college-savings vehicle is the 529 savings plan, which provides several tax advantages when used for education expenses.
Ask Carrie

What do investors and farmers have in common? A lot. Enjoy some financial wisdom from those who work the land.
Ask Carrie

Behavioral economist Richard Thaler shares his advice for a secure financial future.
Women & Investing

Here's how single women—a growing segment of the population—can meet their unique financial challenges.
Personal Finance & Planning

Custodial accounts may not offer the tax benefits of 529 plans, but they can be used to fund expenses that 529 plans don’t cover.

Find Planning content