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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Have A Question About This Topic?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Simple Strategies for Tax-Intelligent Cash Flow
Looking to minimize taxes? Learn how understanding cash flow can help you keep more of your money and work toward your goals.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Building a Plan: Tax Strategies for Retirement Income
Ready to live your ideal retirement? Learn tax-efficient withdrawal strategies to help make your savings work harder for you.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
View all articles
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.
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.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
View all calculators
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
-
Articles
-
Calculators
-
Videos