Starting at age 50, several birthdays and "half-birthdays" are critical to understand because they have implications regarding your retirement income.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.

Here are some things you might consider before saying goodbye to 2022.

In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for November. He recaps market returns, discusses earnings, the Federal Reserve and the economy.

In this month’s market update video host Austin Schaul, CFA®, Head of Research at Avantax, provides a market update for October. He recaps market returns, discusses the Federal Reserve, interest rates, the U.S. dollar and our outlook for the remainder of the year.

View the August 2022 Avantax market update video as host Austin Schaul, Haad of Research of Avantax provides an update and discusses market returns, the economy, earnings, and the Federal Reserve.

View the June 2022 Avantax market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses market returns, the Federal Reserve and our view on the risk of a recession as the economy slows.