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Tax actions to take — and mistakes to avoid

Getting your tax situation in order isn't a one-time event. You need to remain vigilant throughout the year. You also need to avoid making common tax errors. Tax expert Bob Keebler shares insights on the top tax moves you need to make now and reveals the top tax mistakes people make at various life stages.

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Tips to help you prepare for tax day

Searching for opportunities to improve your tax situation? Want to feel more confident when tax day arrives? Take these steps now to prepare. (2:33)

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Learn about frequently overlooked tax strategies

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Your biggest tax mistake
Far from retirement

Find out the No. 1 tax mistake you may be making — and what you can do about it. (2:06)

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Learn more about maximizing your 401(k)

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Your biggest tax mistake
Near retirement

What tax mistake do people near retirement usually make? Find out here and get tips to help. (1:49)

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Learn more about tax efficient strategies

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Your biggest tax mistake
Already retired

People who are already retired need to watch out for this common tax error. Learn more and find out what tactical steps you need to take. (1:59)

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Learn more about retirement account withdrawals


Featured expert

Photo of  Bob S. Keebler

Bob S. Keebler, CPA, MST, AEP (Distinguished)
Attorney and tax expert

Robert S. Keebler is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession.


Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

Ameriprise Financial and its representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

The information and opinions provided in these videos are believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the securities mentioned. The information is not intended to be used as the sole basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor. Neither Ameriprise Financial nor its affiliates or representatives may provide tax or legal advice. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice, or other content.

What does this mean for you?

Your Ameriprise financial advisor can work with you and your tax advisor to help ensure you're taking advantage of the tax strategies that make sense for you.

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