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Tax Planning

The less money you pay in taxes, the more you have to devote toward your financial goals. A big part of financial planning is tax planning, which can help you make the most of tax-advantaged savings opportunities and tax breaks, as well as help you manage your income and withdrawals to minimize the tax consequences.

Person filling out a tax return.

Last-minute tax planning tips

COVID-19 continues to change all aspects of the world, including taxes. Here are a few changes that affected the 2020 filing season.

More on tax planning

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