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Impact of taxes on investment returns
Understanding your portfolio’s tax characteristics is a step toward more efficient investing.
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Estate taxes: Who pays, how much and when
If your assets are worth over a certain amount when you die, they could be subject to estate tax. Fortunately, there are ways to reduce your tax liability and protect your hard-earned wealth for future generations.
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Understanding tax law changes and tax bracket adjustments
Explore the impact of tax law changes on 2023-2024 tax brackets and gain insights to help mitigate your exposure to unnecessary liabilities.
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Capital gains tax explained
Capital gains tax kicks in when you sell a capital asset and realize a profit. A financial professional can help you design a tax strategy that minimizes your capital gains tax exposure.
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A guide to tax diversification and efficient investing
Using a variety of investment accounts may help reduce the taxes you pay over your lifetime and in retirement.
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Taxes in retirement: How income sources are taxed
Don’t overlook the impact of taxes as you plan your retirement income strategy.
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After-tax 401(k) contributions: Are they right for you?
If you’ve maxed out your annual contributions to your employer-sponsored 401(k) plan, there may be a way to continue investing in that account for a larger retirement fund.
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7 essential tax planning tips
Proactive tax planning throughout the year may help you reduce your tax liabilities and minimize tax time surprises.
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How to prepare for the Tax Cuts and Jobs Act expiration
The TCJA is set to sunset at the end of 2025, and if Congress fails to act, tax provisions will revert to what they used to be. Here’s how to prepare.
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Alternative minimum tax explained
The alternative minimum tax (AMT) was created to make sure taxpayers in higher tax brackets pay their fair share of taxes. Here’s how it could affect you at tax time.
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What is inheritance tax?
What you need to know about the intricacies of inheritance tax and how to maximize your legacy for your loved ones.
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New tax laws 2025: Tax brackets and deductions
New year, updated tax rules. Review adjustments to tax brackets, deductions and retirement contributions to help inform your tax planning.
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Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Wealth Management – U.S. Bank | U.S. Bancorp Investments is the marketing logo for U.S. Bank and its affiliate U.S. Bancorp Investments.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

The information provided represents the opinion of U.S. Bank and U.S. Bancorp Investments and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

For U.S. Bank:

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U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

U.S. Bancorp Investments Order Processing Information.

Municipal Securities Education and Protection– U.S. Bancorp Investments is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at www.msrb.org.