Capital gains
2024 tax rates
See 2024 tax rates and income brackets
Download 2024 tax rates, schedules, and contributions limits (pdf)
Cost basis reporting
Regulations require brokers and mutual fund companies to provide cost basis reporting to the IRS for mutual fund shares acquired after January 1, 2012.
IRA contribution reports
Check in with your clients about their investment strategies:
- Run a report (login required)
More resources
- Investor education pieces
- In-depth white papers
From Wealth Management Center
Preserving and enhancing wealth for the future with financial-planning experts Bill Cass and Chris Hennessey
A marriage may end but not Social Security benefits
If they meet certain requirements, a divorced individual can receive Social Security benefits similar to a married spouse.
Planning moves to take the sting out of the 3.8% surtax
A rising number of US taxpayers are subject to an investment income surtax, introduced a decade ago in federal legislation. Here are some strategies that may help mitigate the impact of the tax.
Financial planning strategies for newlyweds
Here are some financial planning considerations and steps newlyweds may want to take after the wedding.