Want to build tax-reduction strategies into your plan? A personal advisor can help create a custom, tax-efficient financial plan with your retirement goals in mind.

Here's how to use investments and accounts to create a strategy that can defer, manage, and reduce taxes.

Asset location focuses on placing investments in tax-advantaged accounts to minimize tax impact, while asset allocation refers to how you divide investments among different asset classes …

Discover actionable strategies to optimize your tax situation in this comprehensive guide. Learn about tax-advantaged accounts, tax-loss harvesting, capital gains management, and more. …

Whether your financial portfolio is straightforward or complex, it can be helpful to understand how tax saving strategies can help with reducing taxes. Keep in mind that some tax reduction …

Contribute to tax‑advantaged accounts Contributing to tax‑advantaged accounts is one of the simplest and most accessible options that investors have to be more tax savvy. Retirement …

Taxes can take a significant bite out of investment returns. Here are 10 tax-efficient investing strategies that can boost after-tax performance over the long haul.

Taxes on capital gains, dividends, and interest income can take a sizable chunk out of investment earnings — especially for high-income individuals who may be subject to higher tax rates. …

After 20 years, your portfolio would grow to roughly $2.9 million—$700,000 more than the value of the tax-inefficient portfolio. This shows how tax optimization strategies can be powerful tools …

4 Tips to Help Lower Your Taxable Income Strategic tax planning is an important component of any comprehensive financial plan. Taking steps to lower your taxable income can help …