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Personal Tax

Important Things to Know about 529 College Savings Account Withdrawals

Have you set up Section 529 college savings plans for your children or grandchildren? The major...

7 Midyear Tax Planning Tips for Individuals

Summer is a good time to reflect on tax planning moves that could lower this year's tax bill. It...

Set up a Tax-Favored ABLE Account for a Family Member with a Disability

Today, most states offer programs that allow you to establish a tax-favored account to cover the...

Planning for Taxable Gains and Losses

What's the difference between capital gains and losses and ordinary gains and losses? The...

Do You Qualify for the 0% Tax Rate for Capital Gains and Dividends?

Many people currently qualify for a 0% federal income tax rateon net long-term capital gains...

Smart Tax Planning Pays Off

If you're financially successful or expect to become so, taxes are or will become one of your...

Tax Credit Cuts Price of Home Energy Audits

Homeowners have long been rewardedwith favorable tax treatment for making energy-efficient...

Brush Up on Campaign Contributions Rules

It's a presidential election year again! With campaign season gearing up, many individuals and...

Ready, Set, Retire

Have you given any thought to your retirement? Even if you don't expect to retire anytime soon, the...

Making a Loan to a Family Member to Help with a Home Purchase

Interest rates on residential mortgage loans have increased significantly over the last few years....