The IRS has adjusted federal income tax bracket ranges for the 2025 tax year to account for inflation. Here's what you need to know now.
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This great video from our partners at Eaton Vance explains what tax-loss harvesting is, and how it works.
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Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money.
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Do you still need to fill out taxes if a family member passes away? Read more to find out!
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Does your budget need any adjustments?
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Have you ever wondered what different forms you need and what they all mean? Read more to find out!
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Do you know the difference between long-term and short-term capital gains and their tax implications?
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Discover how you can exchange annuity contracts or life insurance policies with great flexibility and potential benefits.
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The holiday season offers an opportunity to potentially reduce your taxes while supporting causes close to your heart.
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Take action before December 31 to maximize your tax advantages for the next year.
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Discover how your tax liability may change and what are the best strategies to navigate the widow tax.
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Higher earners who maximize retirement savings now have more time for pretax catch-up 401(k) contributions, thanks to new IRS guidance.
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