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.
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Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
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.
How Income Taxes Work
A quick look at how federal income taxes work.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
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 Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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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.