Individual Investor Tax Strategies
Strategies to help your plan
Learn and Plan
Invest Your Refund
Turn your tax refund into an investment.
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Taxes can potentially take a big bite out of your income and erode your purchasing power. The good news is that you may be able to combat taxes by investing in funds free from federal, and in some cases, state taxes.
Tax Tips to Know
No one should pay more income tax than the rules require. If you don't know the regulations, it may be easy to make costly mistakes. Learn techniques that may help you as you examine what tax strategies make sense for your investments.