Tax Season 2021

A Guide to Understanding Your Taxes

Whether your goal is to lower your taxes or just file them in time, the key is preparation. To answer your tax questions, we’ve compiled a selection of informational articles about such main tax topics as capital gains, retirement savings, stock options, refunds, and more.

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Investing & Taxes

Check out how investment income from dividends, interest, real estate rent, and capital gains is taxed.

Retirement & Taxes

Planning for retirement includes considering your taxes now and in the future. These articles will help you understand your options.

Stock Options & Taxes

If your compensation includes equity, it’s important to know the tax implications.

Loans & Taxes

Read up on the following articles to learn how your loans may affect your tax situation.

Paying for College & Taxes

No matter if your kids are years from college or about to graduate, how you prepare financially and how you ultimately pay will impact your taxes. Get the details.

Tax IRS Resources

The following links can help you file, pay, and check on the status of your taxes.

Tax Time: Filing, Refunds & Tips

Whether you are paying taxes or you are expecting a big refund, here’s what will help you file your return and more.

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