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Tax Planning

Tax planning can be a complex process with considerations like capital gain distributions, tax-gain harvesting and charitable giving. Evaluate your portfolios and see how to ease your tax burdens with our insights and guides.


When Do I Get My Tax Refund?
When Do I Get My Tax Refund?
We explain the different types of taxes you owe, how much to expect from your tax refund this year, and more.
What You Can Learn From Your Tax Return
Scrutinizng your tax documents can help you improve your financial and investment plan, says Maria Bruno, Vanguard’s head of U.S. wealth planning research.