Everybody's situation is different, so it's important to focus on what may make sense for you. Our questions are meant to help you determine the factors that could matter most in making your decision.
If you need to sell shares, you have the opportunity to choose shares that will help you offset some of your taxable gains.
Estimate the income tax deduction you could receive by donating appreciated securities to charity.
Learn how planned giving can help increase your charitable impact.
Estimate the potential benefits of converting to a Roth IRA, explore how much to convert and how to pay for it.
Compare the yield between taxable and tax-exempt bonds.
Estimate how much you may be able to contribute to your IRA this year and how much might be tax-deductible.
See how selling securities at a loss could affect your taxable income.