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Personal Finance

Help with taxes, saving for college and other financial planning issues.

Financial Planning

  • How to avoid threats to your finances

    While you may be focusing on relatively modest drags on your annual investment returns, you may be overlooking big gaps in your financial plan that could quickly destroy the savings you have accumulated.
  • 3 ways to secure retirement income

    If you're not sure Social Security and pensions can cover your fixed costs in retirement, consider an annuity. Here are three choices, plus guidance on selecting the right one for you.
  • How to donate complex assets

    Expert help is required when you want to give a charity an asset such as a Web domain name or a share in a family business. Here's a guide to help you navigate the complex rules.
  • Seeing a tax refund as a financial opportunity

    Your federal income tax refund can provide an opportunity to help get your finances on track. Here's how you can use the money.

Taxes

  • How to calculate cost basis of old stocks

    If you can't find your purchase date and price, check your old tax filings for clues.
  • Tax tips for last-minute filers

    The April 15 tax deadline doesn't have to be hectic or stressful if you get a late start. Here are several tips to accommodate anxious taxpayers who waited until the last minute.
  • When the IRS can keep your refund

    People look forward to – and rely on – their tax refunds. So it may come as an unhappy surprise to learn that the IRS may keep some or all of a tax refund in at least four situations.
  • How to donate complex assets

    Expert help is required when you want to give a charity an asset such as a Web domain name or a share in a family business. Here's a guide to help you navigate the complex rules.

College

  • One way to offset student loans

    The Public Service Loan Forgiveness program is designed to help ease the burden of rising tuition costs while encouraging graduates to enter low-paying but socially important jobs. Here are the requirements.
  • Paying student loans from your IRA

    If you're hoping to pay your child's federal student loan from your IRA, beware the potential penalties.
  • ABC's of 529 plans

    They offer one of the biggest bangs for a college buck. Learn how to make the most of one.
  • 529 plans may soon cover more college expenses

    The rules governing 529 college savings plans soon may become more flexible under a bill recently passed by the House of Representatives. Here are the details.
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fidelity-fbs-iconThese links are provided by Fidelity Brokerage Services LLC ("FBS") for educational and informational purposes only. FBS is responsible for the information contained in the links. FICS and FBS are seperate but affiliated companies and FICS is not involved in the preparation or selection of these links, nor does it explicitly or implicitly endorse or approve information contained in the links.
Content for this page, unless otherwise indicated with a Fidelity pyramid logo, is published or selected by Fidelity Interactive Content Services LLC ("FICS"), a Fidelity company with main offices in New York, New York. All Web pages that are published by FICS will contain this legend. FICS was established to present users with objective news, information, data and guidance on personal finance topics drawn from a diverse collection of sources including affiliated and non-affiliated financial services publications and FICS-created content. Content selected and published by FICS drawn from affiliated Fidelity companies is labeled as such. FICS selected content is not intended to provide tax, legal, insurance or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by any Fidelity entity or any third-party. Quotes are delayed unless otherwise noted. FICS is owned by FMR LLC and is an affiliate of Fidelity Brokerage Services LLC. Terms of use for Third-Party Content and Research.
fidelity-fbs-iconThese links are provided by Fidelity Brokerage Services LLC ("FBS") for educational and informational purposes only. FBS is responsible for the information contained in the links. FICS and FBS are seperate but affiliated companies and FICS is not involved in the preparation or selection of these links, nor does it explicitly or implicitly endorse or approve information contained in the links.
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