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Don’t File It and Forget It: Tax Planning Starts Now
Tax planning starts with your Form 1040. We break down what to look for on last year's return to help find savings opportunities and avoid mistakes.
Net Unrealized Appreciation: When Company Stock in a 401(k) Gets Special Tax Treatment
If you own company stock in your 401(k), the net unrealized appreciation (NUA) strategy may reduce your tax bill. Here's how it works.