Taxes
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
Taxes content
Tax cost ratio is a key metric for tax-efficient investing. Here's what it is and how it works.
Wealth management
Understanding how cryptocurrency is taxed is key to tax-efficiently incorporating it into your clients' overall investing plan. Help your clients navigate the current tax landscape for cryptocurrency.
Wealth management
Go beyond investment management strategies for your clients and explore these tax planning techniques that may help them increase after-tax wealth. Learn methods that can help “smooth” your clients’ annual earnings.
Wealth management
This quick reference guide is a great resource for planning discussions with clients, summarizing tax deductions, credits, and retirement plan contributions limits for 2025, with the latest updates per new tax law. Use this guide to quickly find important information for tax planning with your clients.
Bond Insights
Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
Wealth management
Qualified Charitable Distributions (QCDs) can be an effective way for your older clients to give to charity as well as reduce their tax bill, since QCDs are excludable from taxable income. Learn how your older clients can save on taxes by making a QCD.
Market Outlook
2025 has been a bouncy year so far with market ups and downs and uncertainty regarding possible tax changes and economic impacts of tariffs. Are you ready for what may come next?
Bond Insights
Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.
Wealth management
Roth conversions — moving money from a traditional IRA or other retirement account into a Roth IRA — are not just for retirement planning. In the right situation, Roth conversions can help your clients transfer wealth tax efficiently to the next generation.