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.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Income Tax Strategies to Help You Live Your Ideal Retirement
Wondering how to manage retirement savings? Learn tax-efficient strategies to manage withdrawals and preserve your nest egg.
Tax-Loss Harvesting: A Tax Strategy to Consider
Not every investment will be a winner, but a strategy called tax-loss harvesting can potentially lower your tax bill.
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.
How Income Taxes Work
A quick look at how federal income taxes work.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Tax-Loss Harvesting: A Tax Strategy to Consider
Not every investment will be a winner, but a strategy called tax-loss harvesting can potentially lower your tax bill.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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.
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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.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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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.
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