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

The Facts About Income Tax

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

Social Security Taxes

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

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Tax Rules When Selling Your Home

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

• Articles

  What’s My 2024 Tax Bracket?

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

  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.

  What Do Your Taxes Pay For?

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

  Five Most Overlooked Tax Deductions

  Five overlooked tax deductions to help manage your tax bill.

  Red Flags for Tax Auditors

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

  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.

  View all articles

• Calculators

  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.

  Home Mortgage Deduction

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

  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.

  View all videos