Main Menu Country: United States | English Secure Login Find a Financial Advisor Taxes and investing Tax time doesn't have to be complicated. Find information, guides and answers to help make filing your federal income taxes a little easier this year. Tax-smart strategies Many people wait until February or March to think about taxes. Sound familiar? If so, it may be time to rethink your strategy. These resources can help you find ways to incorporate tax-smart investing ideas year-round. Tax diversification strategies in retirement Changes in tax rules, much like the stock market, can be unpredictable. However, knowing these tips about tax diversification may help you counter the ever-changing tax environment affecting your investment accounts, and provide flexibility in retirement. Learn More Your tax-filing checklist Do you have everything you need to file your taxes? This list covers some of the most common documents and information you may need to complete your income tax return. Learn More Tax season calendar View important deadline dates for trades, furnishing tax forms and filing tax returns. Learn More Cost basis regulations "Cost basis" is likely a term you’ve heard before. But do you really know what it means, why it’s important and why you hear about it more around tax time? We’ll break it down for you. Learn More More resources How to start an investment portfolio Learn how to start an investment portfolio that supports your long-term financial goals today! Learn More Advance planning for your business exit strategy Business continuation is a strategy to help ensure the new owner is prepared to lead the company. Learn More Investing rules of the road Not sure how to invest? These 10 time-tested rules can help investors in the long-term. Learn More Market Data DJIA 34,899.34 (-905.04) S&P 500 4,594.62 (-106.84) NASDAQ 15,491.66 (-353.57) Disclosures News and Media Careers Resources for CPAs and Attorneys Client Relationship Summary Client Resource Center Follow us to stay up to date Feedback Privacy and Security Center Ad Choices Revenue Sharing (pdf) Accessibility Policy Copyright © 2021 Edward Jones. All rights reserved. Member SIPC. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. financial advisors. Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.