Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Featured Video

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

• Articles

  Red Flags for Tax Auditors

  Here are six flags that may make your tax return prime for an IRS audit.

  Filing Final Tax Returns for the Deceased

  The federal government requires deceased individuals to file a final income tax return.

  What Do Your Taxes Pay For?

  Here's a breakdown of how the federal government spends your tax money.

  Counteracting Capital Gains with Tax-Loss Harvesting

  You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

  How to Appeal Your Property Taxes

  For homeowners who think their property taxes are too high, there are ways to appeal.

  Does Your Child Need to File an Income Tax Return?

  When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

  View all articles

• Calculators

  Tax Freedom Day

  Assess how many days you'll work to pay your federal tax liability.

  Home Mortgage Deduction

  Use this calculator to assess the potential benefits of a home mortgage deduction.

  Social Security Taxes

  Estimate how much of your Social Security benefit may be considered taxable.

  Federal Income Tax

  Use this calculator to estimate your income tax liability along with average and marginal tax rates.

  Comparing Investments

  This calculator compares the net gain of a taxable investment versus a tax-favored one.

  Capital Gains Tax Estimator

  Use this calculator to estimate your capital gains tax.

  View all calculators

• Videos

  The Facts About Income Tax

  Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

  Making Your Tax Bracket Work

  Have you explored all your options when it comes to managing your taxable income?

  View all videos