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What's New in Education?

In this blog, you'll read about Scottrade's educational tools and resources. I'll keep you posted when new features are available and highlight popular articles. If you have ideas or suggestions for enhancing our educational offering, reply to a blog post or bring it up in the Education Resources discussion group.

Understanding Tax Forms ... Yes, Really!

Taxes can be excruciating, but with a little education about how taxes relate to your investments, we hope to help ease your pain. To do this, we've pulled together educational articles, interactive calculators and helpful tools in one comprehensive Tax Guide in the Knowledge Center. Check it out today!

You'll find six key sections in the Tax Guide:

New in Tax Year 2009 – Get detailed 2009 tax information for trading accounts and retirement accounts, and find out exactly what’s new this tax season.

Tax Documents & Forms – Find out which forms Scottrade will automatically generate for your account and how to use those forms.

Help – Find tax information quickly and easily in your Scottrade account. Learn how to locate your forms and use the Tax Center cost basis tool.

Tax Basics – Get educated on how investments and taxes are related. Learn more about tax-efficient investing, tax deferral and the AMT.

Taxes & Investing Strategy – Learn how investing strategies can impact your taxes. Featured strategies include bonds, mutual funds and IRAs.

Calculators – Predict your tax refund, plan for your taxes in retirement and more with these powerful, interactive calculators.

Remember, Scottrade doesn't provide tax advice, but we can help in other ways! The Tax Guide is a great place to help you make sure your investment paperwork is in order and you know where to find everything you need. Plus, we have a calendar to show you when your forms will be mailed.

Enjoy the Tax Guide, and come chat with me about it in the Education Resources group!
Posted by Education Editor on Dec 23, 2009 10:30 AM CST

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