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Watch Out for the Wash Sale Rule When Harvesting Tax Losses
If you sell a stock or mutual fund at a loss and buy a substantially identical one within 30 days, the wash sale rule applies. This rule disallows the loss for tax purposes, deferring it by adding it to the cost basis of the new shares. Proper timing is key to successfully harvesting tax-saving capital losses. Learn more.
May 16


Retirement and Taxes: Four Smart Steps to Stay Ahead
Retirement brings freedom—and tax challenges. Smart planning helps you save more. Here are 4 key tax tips to prep for retirement.
Apr 17


Save on Taxes Accrued from Selling Appreciated Land in 3 Steps
Thinking of selling a piece of land that has appreciated over the years? Expect a tax bill that could amount to 24% of your sale, or lower.
Jul 11, 2024


Build a Tax Favored Retirement with an IRA
Do you have a traditional or Roth IRA? Did you know your contributions can be used as a tax deduction? Learn how.
Mar 7, 2024


Investment Swings: What are the Tax Impact?
Your yearly investments may have fluctuated this year. Here’s what you need to know about its tax impacts.
Oct 30, 2023
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