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.

Featured Video

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.

Red Flags for Tax Auditors

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

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

• Articles

  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.

  Five Most Overlooked Tax Deductions

  Five overlooked tax deductions to help manage your tax bill.

  What's My 2023 Tax Bracket?

  Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

  Filing Final Tax Returns for the Deceased

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

  Does Your Child Need to File an Income Tax Return?

  When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

  Tax Rules When Selling Your Home

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

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• Calculators

  Home Mortgage Deduction

  Use this calculator to assess the potential benefits of a home mortgage deduction.

  Social Security Taxes

  Estimate how much of your Social Security benefit may be considered taxable.

  Federal Income Tax

  Use this calculator to estimate your income tax liability along with average and marginal tax rates.

  Capital Gains Tax Estimator

  Use this calculator to estimate your capital gains tax.

  Comparing Investments

  This calculator compares the net gain of a taxable investment versus a tax-favored one.

  Tax Freedom Day

  Assess how many days you'll work to pay your federal tax liability.

  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