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Understanding and managing taxes is a key investing skill. Learn important tax-related concepts and how taxes apply to different investments.

While taxes are unavoidable, you have choices when it comes to satisfying your tax obligation. Some of these choices can include paying in cash, liquidating investments, taking out a loan, or even using your credit card.

On December 29, 2022, as part of a bipartisan spending bill, the SECURE 2.0 Act of 2022 (SECURE 2.0) was signed into law by President Biden. This new act built upon the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act of 2019), which was the first major overhaul of retirement-related legislation since 2006. In this article, we’ll summarize some of the key provisions of the new law and discuss what they might mean for you. Please note that this article does not address all the provisions of SECURE 2.0. Every person’s situation is unique, and because E*TRADE is not a legal or tax advisor and does not provide legal or tax advice, we encourage you to talk with your legal and/or tax advisor about SECURE 2.0 and how it will affect you and your retirement accounts.

Whether you’re growing your portfolio or drawing it down, a Financial Advisor can introduce you to a range of tax-efficient solutions.

To understand if tax trader status and making the “mark-to-market tax” election is right for you, discuss it carefully with your professional tax advisor. Here are a few topics to review.

The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches.

Taxes are a fact of life. With that in mind, here are several things you might consider as you prepare for tax season—from year-end retirement planning to reviewing your portfolio and updating your investment goals. It’s not an exhaustive list, and not all items may apply to you, but it’s a good starting place. For specifics about your own tax situation, please consult a tax advisor.

Instead of giving gift cards again this holiday season, consider these impactful ways to give.

Donations to a donor advised fund (DAF) may be eligible for a US federal income tax deduction and, once invested, can potentially grow tax-free.

Creating an estate plan can help protect your wealth and prevent hardship for your heirs.

Tax loss harvesting can help you turn investment losses into tax benefits. Here’s how to start using tax loss harvesting with Core Portfolios.

What is tax-loss harvesting exactly, and how do some investors use it to reduce their tax bills?

This article explores what the Alternative Minimum Tax (AMT) is and what you may need to know about the tax and your exposure to it. Read the article to learn more.

Every investor needs a solid understanding of cost basis and how it's calculated. Let's take a look at this important investing concept.

When reviewing your Form 1099-DIV, you may notice either qualified or ordinary dividends that do not match with the cash distributions you received during the year.

Let's look at what a wash sale is, how brokers such as E*TRADE track and report them to you, and what potential pitfalls you should keep in mind.

All investors should have some understanding of how capital gains work. Read on to learn more.

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