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.

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.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

• Articles

  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.

  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.

  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 Deductions You Won't Believe

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

  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.

  A Quick Guide to Charitable Trusts

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

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• Calculators

  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.

  View all calculators

• Videos

  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