Your Retirement Center
Tax Planning

It seems that no matter what you do in life, whether it’s taking a job, getting married, buying a house or raising children, you have to pay taxes. Tax Planning suggests quarter-by-quarter strategies to help ease the tax bite. When it comes to Investment Tax Planning, you’ll learn about investing your money to gain the best possible return after taxes, plus how to figure capital gain or loss.

Home Advantage explains how your home offers tax shelter, in the form of mortgage interest and real estate taxes.

Taxes on Retirement Income describes how planning ahead can minimize taxes when you start withdrawing money from your retirement plans. And Estate and Gift Taxes explains why it’s important to calculate your net worth while you’re still alive. Learn how you can reduce your estate in order to save taxes through the marital deduction and tax-exempt gifts.


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