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Tax & Investment Planning Resources at E*TRADE’s Online Tax and Education Centers

Family Balance Sheet

When you’re informed, you’ll be able to make better decisions when it comes to tax-advantaged investments, like retirement, health savings accounts, and educational savings accounts. The information is FREE to anyone, and you don’t even need a log in to have access to the content. and SO much more.

Taxes 100
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3 Simple Office Supplies for Smooth Tax Prep

Family Balance Sheet

For our personal tax returns, I keep an ongoing "Taxes" file for any paper work that we need to support our tax deductions, such charity receipts, Goodwill donations receipts, real estate and school tax statements, year-end statements for mortgage interest, student loan interest, interest-bearing checking and savings accounts.