IRS Withholding Calculator Helps You Estimate 2018 Tax Refund

If you’ve gotten used to a hefty tax return rolling in each year, you could be in for...

We’re Seriously Close to Losing $1 Billion in Federal Tax Refunds

Didn’t file your taxes in 2014? Time is running out to do so — and potentially claim what’s...

Vanguard’s take on the tax bill

“The tax bill contains wide-ranging changes that will affect investors of all kinds, from individuals and participants to advisors and large institutions,” said Bill McNabb, Vanguard chairman and chief executive officer. “Naturally, we’ll continue...

Own an inherited annuity? Stretch your assets with a low-cost, tax-efficient option

While you take distributions, the remaining assets in your annuity stay invested, giving your assets continued opportunity to grow. And if you need to withdraw more than your annual distribution in any given year,...

Washington takes on tax reform. What does this mean for the municipal bond market?

In just a matter of days after the November election we saw bond prices tumble as bond yields increased dramatically. The yield on the benchmark 10-year Treasury bond rose...

How to tap into your retirement savings to keep your taxes down

“One of the key principles for extending the life of your retirement savings is to implement a tax-efficient withdrawal plan,” said Colleen Jaconetti, a retirement expert with Vanguard’s Investment Strategy Group. If you have...

Tax efficiency: A decisive advantage for some index stock funds

What makes one mutual fund more tax-efficient than another? Some relevant factors include a portfolio’s management strategy, the turnover or trading strategy, the accounting methodology used, and the activity of the fund’s investors.Gauge tax...
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