Tax Efficiency and Investment Gains

Balancing portfolio growth with tax efficiency doesn’t have to mean sacrificing returns. From long-term capital gains to tax-deferred accounts and municipal bonds, smart strategies can help you grow wealth while keeping more of what you earn.

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Your Tax Bracket and Your Retirement Strategy

One important question that all who are approaching retirement should consider is how taxes will impact their retirement income. Especially since most retirees are “spending down” their retirement nest egg, making it last as long as possible is a high priority.

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Charitable Donations for Taxes

by Anina DeTommaso Like it or not, tax preparation should be a year-round endeavor. To maximize your deductions for charitable giving at tax time, be sure

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