Taxes

Taxable and Tax-Preferred Investments

Do you know the difference in the tax status of your investments? What does it mean if an investment is taxable or tax-preferred? Why does it make a difference? Learn about the differences and how you can benefit from the different investment types.

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Business Expenses

If your job requires travel, entertaining, or continuing education, how does your employer reimburse you for the expenses that you incur? What are the tax implications of receiving an expense allowance versus submitting receipts for expenses? Learn more about the tax implications of how you manage your business expenses.

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IRS Form W-4

When you start a job, you are asked to fill out a Form W-4. Your employer uses this form to withhold the correct amount of federal income taxes taken from your pay. Learn why it is important to have the correct number of dependents claimed and when you should submit a new Form W-4 to your employer.

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This material is for informational purposes only and is not intended as investment, tax, financial, legal or other advice. Your personal decisions should be based on the recommendations of your own professional advisors.