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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
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.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
How Income Taxes Work
A quick look at how federal income taxes work.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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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.