Tax Planning

Guidance & Retirement > Tax Planning
Plan ahead for the impact of taxes on your investments

Tax-efficient accounts and investing strategies to help make you a smarter tax planner

Cost Basis FAQs

Learn about cost basis and how it may affect your taxes.

Tax Guide (PDF)

Gain insight into tax changes, contribution limits, key tax dates and more.
Open and fund your IRA by April 18
It’s not too late
Open and fund your IRA by April 18

Preparing for tax time

Tax-efficient investing

Retirement investments and taxes

Know the tax-advantages associated with various retirement accounts
Understanding tax-advantaged investment strategies for retirement—and when to withdraw your funds—may help you build your investments and lower your tax bill.

Tax-savvy college savings plans

Learn about the potential tax benefits of a 529 college plan
Discover how 529 college plans may help you save money for higher education expenses and potentially benefit from tax advantages.1

Estate planning and inheritances

Discover how taxes may impact your estate planning strategy
An estate plan may help you minimize gift and estate taxes and preserve more of your assets for those you care about.
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How to qualify
2016 tax year: Important dates2
Feb. 15, 2017
1099 forms mailed
April 18, 2017
Tax filing deadline
April 18, 2017
Retirement contribution deadline
Oct. 15, 2017
Filing deadline if you received an extension
1 To be eligible for favorable tax treatment afforded to any earnings portion of withdrawals from Section 529 accounts, such withdrawals must be used for "qualified higher education expenses," as defined in the Internal Revenue Code. Any earnings withdrawn that are not used for such expenses are subject to federal income tax and may be subject to a 10% additional federal tax as well as state and local income taxes.

2 Dates may vary. Check with your tax advisor or the IRS.

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