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Take a look at our extensive collection of articles and content designed to help you understand
the different concepts within trading, investing, retirement planning, and more.
Taxes
Understanding and managing taxes is a key investing skill. Learn important tax-related concepts and how taxes apply to different investments.
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.
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.
Navigating the complexities of tax laws and investment strategies can be daunting. However, even small tax adjustments can help enhance your finances over time.
The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches.
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.
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.
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.
Every investor needs a solid understanding of cost basis and how it's calculated. Let's take a look at this important investing concept.
Instead of giving gift cards again this holiday season, consider these impactful ways to give.
Creating an estate plan can help protect your wealth and prevent hardship for your heirs.
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