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Taxes


Before You Hit ‘Submit:’ 5 Tax Moves to Make for 2025
A few smart tax moves before the filing deadline can still meaningfully shrink what you owe or grow your refund.
4 min read


10 Ways to Reduce Taxes on Your Brokerage Account
Lowering the amount of taxes you pay on your investment assets involves a mix of strategies.
4 min read


What is Tax-Loss Harvesting?
Tax-loss harvesting is an important investing strategy that can help reduce the amount you owe the IRS at year’s end.
3 min read


A Workaround for the 10-year IRA Rule? Meet the CRUT.
If you’re worried about a non-spouse heir having to liquidate your IRA and face a big tax bill, a CRUT just might be the solution.
3 min read
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