How tax-loss harvesting can reduce your tax bill Tax-loss harvesting is the investing technique of selling depreciated securities to offset gains within a given tax year.
When are taxes due? Deadlines for the 2026 filing season U.S. income taxes for the 2025 tax year are due Wednesday, April 15, 2026. Learn about filing dates, extensions, and refunds to be prepared for Tax Day.
Rollover IRA taxes and the 60-day rule Moving retirement funds? Learn how the 60-day rollover rule works. Discover how to avoid rollover IRA taxes and penalties with this step-by-step guide.
Required minimum distributions: The deal on RMDs Required minimum distributions (RMDs) require retirees to start withdrawing money and paying taxes on withdrawals when they reach a certain age. Learn how to calculate your RMDs.
Unraveling the 403(b): Eligibility, withdrawal rules & taxes A 403(b) plan is similar to a 401(k) plan with a few exceptions. Here's how 403(b) plans work, as well as the pros and cons of investing in this type of retirement plan.
What’s the difference between after-tax contributions to a 401(k) plan vs. Roth 401(k)? While similar, Roth and after-tax 401(k) plans have several key differences. Dig deeper into the pros and cons of each.
When filing as head of household makes sense Filing as head of household could lower your tax bill by providing a higher standard deduction and wider tax brackets. See if you qualify.
Bonus tax rate: How bonuses are withheld in 2025 and 2026 Tax withholdings can impact your work bonus and the methods employers use to calculate it. Learn what steps to take to minimize the impact of taxes on your bonus.
Tax 101: Understanding the basics Understanding the tax system can help individuals and businesses navigate their financial strategies to minimize the impact of taxes.
Standard deduction: Tax advantage The standard deduction is a fixed dollar amount that reduces the portion of your income on that you’re taxed. It allows taxpayers to reduce their taxable income and simplify the tax process.
Understanding property tax rates Property tax rates vary significantly from city to city and state to state. Learn how to calculate your property taxes, pay them, and deduct the payment on your federal tax return.
Understanding long-term capital gains tax Learn more about the long-term capital gains tax, how it can offer tax benefits, and how to minimize your tax liability by knowing when to sell your investments.