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Tax17 Articles
Tue, Sep 17, 2024
What are the Best Assets to Leave Your Heirs?
Discover the pros and cons of different asset types you can leave to your heirs.
Thu, Sep 12, 2024
Do Your Heirs Want an Inheritance?
Not everyone wants an inheritance. Discover the reasons why, plus some alternative ways to leave a legacy for your family.
Tue, Aug 27, 2024
Is This Your Year to Try Tax-Loss Harvesting?
Capital gains tax can take a major chunk of your investment income. So, how do investors make a profit without the heavy tax burden? Tax-loss harvesting is a strategy to help you match gains with losses – but you must take action before the end of the year.
Tue, Aug 13, 2024
What Every Retiree Should Know About Taxes
These tax-savvy retirement strategies could help you reduce your tax bill, save for the long-term, and keep more of what you’ve earned.
Tue, Mar 26, 2024
Tax Credits vs. Tax Deductions: What’s the Difference?
Get the lowdown on exemptions, above-the-line deductions, refundable vs. nonrefundable credits, and savings you might not have considered.
Tue, Dec 19, 2023
9 Smart Money Habits Multi-Millionaires Do Differently
Contrary to popular belief, most wealthy people don’t become rich from one brilliant money move. Instead, most multi-millionaires build wealth over time through healthy money habits. Affluent Americans often share these 9 habits – and the good news is that people of almost any income level can apply them to their own financial lives.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.