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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The Facts About Income Tax

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

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Red Flags for Tax Auditors

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

Give Me a (Tax) Break: Tax Implications for Charitable Trust

Charitable trusts offer a strategic way to align your financial and philanthropic goals. Explore your options in this guide.

• Articles

  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.

  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.

  Tax-Loss Harvesting: A Tax Strategy to Consider

  Not every investment will be a winner, but a strategy called tax-loss harvesting can potentially lower your tax bill.

  How to Appeal Your Property Taxes

  For homeowners who think their property taxes are too high, there are ways to appeal.

  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 Strategies to Help Maximize Returns and Minimize Burdens

  Looking to reduce your tax burden? Learn tax-efficient investment strategies that could help you keep more of your money.

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• Calculators

  Federal Capital Gains Tax Estimator

  Estimate your potential federal capital gains tax liability on the sale of an asset.

  Social Security Tax Estimator

  Estimate how much of your Social Security benefit may be subject to federal income tax.

  Home Mortgage Deduction

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

  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