10 Ways The CARES Act Puts Money In Your Pocket

Essential readings

4 min read

6 Ways To Get Ready To File Your 2019 Tax Return

4 min read

What So Many People Get Wrong About Tax-Loss Harvesting

7 min read

Navigating Taxes for the Self-Employed

How to Get Ready for Next Year’s Taxes Today

Whether you’ve already completed your 2019 tax return or you’re nearly there, you’re probably feeling a sense of relief and accomplishment now that tax season is drawing to a close. But don’t stop yet! You’ve got momentum, and now is a great time to get organized for next year’s taxes.

5 min read

8 Ways to Get Ready to File Your 2019 Tax Return

Earlier this year, the IRS extended the deadline to file your 2019 tax return from April 15 to July 15, giving taxpayers three extra months to prepare their tax returns. Now, that deadline is almost here. Dealing with your taxes may seem daunting, but it doesn’t have to be. Here…

4 min read

Why You Should Consider a Portfolio Line of Credit at Tax Time

Few people look forward to filing their tax returns – especially if you owe the IRS money and aren’t sure where you’ll get the cash. If you find yourself in this position, you might wonder if you should borrow the money or sell some of your investments. Wealthfront’s Portfolio…

6 min read

What You Need To Know About Tax-Loss Harvesting

We don’t need to tell you that global markets have been extremely volatile lately. This can be stressful, especially if you’re checking your portfolio more than usual. There is a silver lining, however. Market volatility presents an opportunity to generate tax losses to offset your taxable gains through a time-proven…

4 min read

How Tax-Loss Harvesting Benefits You Even When The Market Is Up

As you likely know from the headlines, 2019 was a strong year for financial markets. The S&P 500, which tracks the performance of 500 largest publicly traded companies in the U.S., was up by 28.9%, marking its largest one-year gain since 2013. The MSCI emerging markets index was up 18.4%.

3 min read

Tax Time Guide: What You Need To Know About Next Year’s Taxes Right Now

Most of us only think about taxes once a year: when April starts to loom. But it’s good to get started early. With a little planning, you could save significant money by the time next year’s taxes are due.