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Tax Planning

Guidance & Retirement > Tax Planning
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Tax-efficient accounts and investing methods to help make you a smarter tax planner

Cost Basis FAQs

Learn about cost basis and how it may affect your taxes.
For information on legislative changes as a result of COVID-19, please visit our Coronavirus Aid, Relief, and Economic Security (CARES) Act page.

Preparing for tax time

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Organizing your tax information early may help you
lessen your tax-season stress.

Tax-efficient investing

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Tax rules and rates may change, but it's always a good idea to keep taxes in mind when making 体育平台app decisions.

Retirement 体育平台apps and taxes

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Understanding tax-advantaged 体育平台app strategies for retirement—and when to withdraw your funds—may help you build your 体育平台apps and lower your tax bill.

Tax-savvy college savings plans

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Discover how 529 college plans may help you save money for higher education expenses and potentially benefit from tax advantages.1

Estate planning and inheritances

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An estate plan may help you minimize gift and estate taxes and preserve more of your assets for those you care about.
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Get up to $600 when you invest in a new 体育平台app® Self‑Directed account.
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2019 tax year: Important dates2
Jan. 29 -
Feb. 28, 2020
1099 forms mailed
July 15, 2020
Tax filing deadline
July 15, 2020
Retirement contribution deadline
Oct. 15, 2020
Filing deadline if you received an extension
Become a smarter tax planner
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Footnote Footnote 1 To be eligible for favorable tax treatment afforded to any earnings portion of withdrawals from Section 529 accounts, such withdrawals must be used for "qualified higher education expenses," as defined in the Internal Revenue Code. Any earnings withdrawn that are not used for such expenses are subject to federal income tax and may be subject to a 10% additional federal tax as well as state and local income taxes.

2 Dates may vary. Check with your tax advisor or the IRS.

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