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.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Saving to Spending: Build a Tax-Smart Withdrawal Strategy

Maximize your hard-earned assets and set the stage for a rewarding retirement with a tax-intelligent withdrawal strategy.

Red Flags for Tax Auditors

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

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.

How to Appeal Your Property Taxes

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

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.

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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Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

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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.

Making Your Tax Bracket Work

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

View all videos

Articles

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

Give Me a (Tax) Break: Tax Implications for Charitable Trust

Charitable trusts offer a strategic way to align your financial and philanthropic goals. Explore your options in this guide.

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.

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.

A Quick Guide to Charitable Trusts

Want to Know if a Charitable Trust is appropriate for you? Understand the philanthropic and tax implications.

What Do Your Taxes Pay For?

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

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Calculators

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income 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