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Be Tax-Smart With Your Mutual Fund Investments
August 6, 2026
Mutual funds can be a simple way to diversify your portfolio, but their tax treatment is not always simple. Learn what to know about holding and selling mutual funds in a taxable account.
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Individual Tax
Midyear Tax Planning Strategies to Help Reduce Your Tax Bill
July 14, 2026
A midyear tax review can help you evaluate your income, deductions and investments while there is still time to make planning adjustments before year-end.
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Individual Tax
Will You Owe Taxes When You Sell Your Home?
June 30, 2026
Home values have risen significantly in recent years, but selling your home doesn't always mean you'll owe taxes. Learn when the home sale exclusion applies, when capital gains taxes may be triggered, and what steps you can take to plan ahead.
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Individual Tax
Should You Make After-tax, Non-Roth 401(k) Contributions?
June 11, 2026
Most retirement savers focus on pre-tax and Roth contributions, but there may be a third option worth considering. Learn how after-tax non-Roth 401(k) contributions can help diversify your retirement savings strategy and provide greater flexibility in the future.
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Individual Tax
Moving to a New State? Review the Tax Implications First
May 21, 2026
A change in state residency has tax implications beyond income taxes. Find out what tax factors to look at before relocating.
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Individual Tax
Your Post-tax-filing Checklist
April 21, 2026
There are a few more things to do once you’ve filed your 2025 income tax return …
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Individual Tax
What You Need to Know About Filing an Extension — and Minimizing Penalties
April 14, 2026
If you’re not ready to file your 2025 federal individual income tax return by April 15, you can request an automatic extension. Filing an extension (Form 4868) by April 15 can give you breathing room to file accurately and protect you from the failure-to-file penalty (assuming you file by the extended Oct. 15 deadline).
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Individual Tax
April 15 is the Deadline for More Than Just Your Income Tax Return
March 26, 2026
Depending on your situation, you may have more to do by April 15 than file your Form 1040. What you do — or don’t do — by that date could either save you or cost you taxes, interest and penalties.
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Individual Tax
Parents: Claim All the Tax Credits You’re entitled to
March 5, 2026
Child, dependent, adoption and education tax credits can provide significant tax savings, but various rules and income-based limits apply. Which credits might you be eligible for on your 2025 return?
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Individual Tax
Quadrupled SALT Deduction Limit Means More Taxpayers Will Benefit from Itemizing on Their 2025 returns
February 26, 2026
The quadrupled SALT deduction limit may mean bigger tax savings in 2025. If you’ve taken the standard deduction in recent years, it may be time to reconsider itemizing.
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Individual Tax
Before Claiming a Charitable Deduction for 2025, Make Sure You Can Substantiate it
February 10, 2026
Charitable donations can be a powerful tax saver for anyone who itemizes deductions. But you must comply with many rules, including obtaining proper substantiation for your gifts.
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Individual Tax
How the New Trump Accounts for Children Will work
February 5, 2026
If your baby is eligible for a $1,000 free government contribution, you’ll want to set up a Trump Account. These new accounts also can be beneficial for older children. Here’s what you need to know.
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Individual Tax

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