When it comes to managing your finances, even small decisions can make a big difference.

A well-planned, tax-efficient retirement withdrawal strategy can help you make the most of your assets and set the stage for a fulfilling, confident retirement.

By understanding and applying tax-efficient withdrawal strategies, you can potentially reduce your tax burden and make your hard-earned savings last longer.

In this article, we'll explore five tax-efficient investment strategies for high-net-worth individuals that can help you make the most of your portfolio.

Taxpayers and businesses spend an estimated 6.5 billion hours a year complying with tax-filing requirements, which is worth $364 billion in economic value just to comply with tax regulations.

In the May 2024 market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April then discusses interest rates, bonds and opportunities going forward in stocks around the globe.

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.