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.

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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.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Keep More, Grow More: 5 Tax-Efficient Investment Strategies

Ready to optimize your portfolio and reduce your tax burden? Discover 5 tax-efficient investment strategies that could help.

• Articles

  What Do Your Taxes Pay For?

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

  Red Flags for Tax Auditors

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

  What You Need to Know about Tax-Loss Harvesting

  While tax-loss harvesting won't eliminate your taxes, it may offset what you owe on your taxable investment accounts.

  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.

  How to Appeal Your Property Taxes

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

  Retirement Income 101: Tax-Efficient Withdrawal Strategies

  Not sure how to shift from saving to spending in your golden years? Learn these tax-savvy retirement withdrawal strategies.

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• Calculators

  Home Mortgage Deduction

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

  Capital Gains Tax Estimator

  Use this calculator to estimate your capital gains tax.

  Comparing Investments

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

  Federal Income Tax

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

  Social Security Taxes

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

  Tax Freedom Day

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

  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