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
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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

The Facts About Income Tax

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

Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

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

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

A Quick Guide to Charitable Trusts

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

Tax Rules When Selling Your Home

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

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.

Tax Strategies to Help Maximize Returns and Minimize Burdens

Looking to reduce your tax burden? Learn tax-efficient investment strategies that could help you keep more of your money.

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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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.

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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.

View all videos