Maxwell Guerra
Editorial staff, J.P. Morgan Wealth Management
Latest articles
Investing
5 tax-efficient accounts and investments (and how to use them)
The tax implications of accounts and investments can impact an investor’s retirement. Learn more about managing them.By Maxwell Guerra|6 minPlanning
Taxes demystified: A breakdown of some of the most common taxes
Even though you’ve probably been paying taxes most of your adult life, they’re still complicated and confusing. This is a simple breakdown of some of the big concepts.By Maxwell Guerra|5 minPlanning
How are dividends taxed?
The tax on dividends depends on how they are classified. Learn more about it.By Maxwell Guerra|3 minInvesting
What is a brokerage account?
Brokerage accounts allow investors to buy and sell securities, but unlike retirement accounts, investment income from brokerage accounts is generally taxable.By Maxwell Guerra|5 minInvesting
Guide to I bonds (Series I savings bonds)
Learn more about how to buy I bonds (Series I savings bonds), how rates work, plus key risks and rules.By Maxwell Guerra|10 minPlanning
How are dividends taxed?The tax on dividends depends on how they are classified. Learn more about it.By Maxwell Guerra|3 min- Personal finance tasks that feel like Groundhog Day
Learn some tips on how to transform mundane and repetitive financial tasks into strategic opportunities, from rent cycles to emergency fund habits and budgeting mastery.By Maxwell Guerra|3 min Planning
Common tax write-offs: What are they and how can they affect your tax bill?
How much money you pay in U.S. federal income taxes depends on your adjusted gross income and the applicable tax deductions and credits you may qualify for. Here are the some of the common tax write-offs.By Maxwell Guerra|5 min