AAII Tax Guide Articles
AAII 2025–2026 Tax Guide: 2025 Tax Rates, Deductions and Allowable Benefits
December 2025 by AAII Staff
Reference tables showing 2025 marginal rates, capital gains brackets, standard deductions, credits, exemptions and other key numbers for filing your 2025 return.
December 2025 by AAII Staff
Reference tables showing 2025 marginal rates, capital gains brackets, standard deductions, credits, exemptions and other key numbers for filing your 2025 return.
AAII 2025–2026 Tax Guide: 2026 Tax Rates, Deductions and Allowable Benefits
December 2025 by AAII Staff
Reference tables showing 2026 marginal rates, capital gains brackets, standard deductions, credits, exemptions and other key numbers for planning ahead.
December 2025 by AAII Staff
Reference tables showing 2026 marginal rates, capital gains brackets, standard deductions, credits, exemptions and other key numbers for planning ahead.
AAII 2025–2026 Tax Guide: 2026 Tax-Planning Calendar
December 2025 by AAII Staff
Key tax dates, deadlines and action items organized by quarter to help you stay on track with filing, payments and strategic planning throughout 2026.
December 2025 by AAII Staff
Key tax dates, deadlines and action items organized by quarter to help you stay on track with filing, payments and strategic planning throughout 2026.
AAII 2025–2026 Tax Guide: Health Savings Account Rules—Eligibility, Contribution Limits and Qualified Expenses for 2026
December 2025 by AAII Staff
HSA eligibility requirements, 2026 contribution limits and qualified medical expenses, along with strategies for using these tax-advantaged accounts to pay for health care costs.
December 2025 by AAII Staff
HSA eligibility requirements, 2026 contribution limits and qualified medical expenses, along with strategies for using these tax-advantaged accounts to pay for health care costs.
AAII 2025–2026 Tax Guide: Key Tax Numbers for 2025 and 2026
December 2025 by AAII Staff
An overview of the deductions, credits, income thresholds, retirement limits and other caps, exemptions and phaseouts that determine your tax bill.
December 2025 by AAII Staff
An overview of the deductions, credits, income thresholds, retirement limits and other caps, exemptions and phaseouts that determine your tax bill.
AAII 2025–2026 Tax Guide: Specific Tax Guidelines for Individual Investors
December 2025 by AAII Staff
How investment decisions, retirement withdrawals, charitable donations, RMDs, home sales and new OBBBA provisions affect your taxes—plus strategies to reduce liability.
December 2025 by AAII Staff
How investment decisions, retirement withdrawals, charitable donations, RMDs, home sales and new OBBBA provisions affect your taxes—plus strategies to reduce liability.
AAII 2025–2026 Tax Guide: Tax Rules for Your Personal Investments
December 2025 by AAII Staff
A supplement to our annual tax guide that explains the tax rules regarding the buying and selling of securities.
December 2025 by AAII Staff
A supplement to our annual tax guide that explains the tax rules regarding the buying and selling of securities.
AAII 2025–2026 Tax Guide: Tax-Planning Strategies for Investors
December 2025 by AAII Staff
Year-end planning steps to time income and deductions, avoid underpayment penalties, maximize tax breaks and navigate AMT rules for 2025 and 2026.
December 2025 by AAII Staff
Year-end planning steps to time income and deductions, avoid underpayment penalties, maximize tax breaks and navigate AMT rules for 2025 and 2026.
AAII 2025–2026 Tax Guide: What's New for 2025–2026 Taxes
December 2025 by AAII Staff
Learn how your taxes are affected by changes due to the OBBBA and the IRS inflation adjustments for 2026.
December 2025 by AAII Staff
Learn how your taxes are affected by changes due to the OBBBA and the IRS inflation adjustments for 2026.
The Individual Investor’s Guide to Personal Tax Planning 2024
December 2024 by AAII Staff
Tax-year 2025 has modest inflation adjustments and is the last year under the Tax Cuts and Jobs Act rules.
December 2024 by AAII Staff
Tax-year 2025 has modest inflation adjustments and is the last year under the Tax Cuts and Jobs Act rules.
The Individual Investor's Guide to Personal Tax Planning 2021
December 2021 by AAII Staff
The tax rules this year are staying largely unchanged, with modest inflation adjustments.
December 2021 by AAII Staff
The tax rules this year are staying largely unchanged, with modest inflation adjustments.
The Individual Investor's Guide to Personal Tax Planning 2020
December 2020 by AAII Staff
Revised! Updated to include changes made by the Consolidated Appropriations Act of 2021.
December 2020 by AAII Staff
Revised! Updated to include changes made by the Consolidated Appropriations Act of 2021.
The Individual Investor’s Guide to Personal Tax Planning 2019
December 2019 by AAII Staff
This year’s changes to the tax rules are modest in scope.
December 2019 by AAII Staff
This year’s changes to the tax rules are modest in scope.
The Individual Investor’s Guide to Personal Tax Planning 2018
December 2018 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation given the new tax law and plan for any changes that may improve your tax liability both this year and next.
December 2018 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation given the new tax law and plan for any changes that may improve your tax liability both this year and next.
Tax Guide Update: The Tax Cuts and Jobs Act and 2018 Taxes
March 2018 by AAII Staff
A comprehensive overview of the changes affecting most individual investors, including tax rates, deductions and exemptions.
March 2018 by AAII Staff
A comprehensive overview of the changes affecting most individual investors, including tax rates, deductions and exemptions.
The Individual Investor’s Guide to Personal Tax Planning 2017
December 2017 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
December 2017 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
The Individual Investor’s Guide to Personal Tax Planning 2016
December 2016 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
December 2016 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
The Individual Investor’s Guide to Personal Tax Planning 2014
December 2014 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
December 2014 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
The Individual Investor’s Guide to Personal Tax Planning 2013 — Updated
December 2013 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
December 2013 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
2012 Tax Guide Update
March 2013 by AAII Staff
This update to our annual tax guide reflects the changes made by the American Taxpayer Relief Act of 2012.
March 2013 by AAII Staff
This update to our annual tax guide reflects the changes made by the American Taxpayer Relief Act of 2012.
The Individual Investor’s Guide to
Personal Tax Planning 2011
December 2011 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
December 2011 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
The Individual Investor's Guide to Personal Tax Planning for Tax Year 2010
January 2011 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
January 2011 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
The Individual Investor's Guide to Personal Tax Planning for Tax Year 2009
December 2009 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
December 2009 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
The Individual Investor's Guide to Personal Tax Planning for Tax Year 2009
December 2009 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
December 2009 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
(con't) The Individual Investor’s Guide to Personal Tax Planning 2014
by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.