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?

Filing Final Tax Returns for the Deceased

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

A Quick Guide to Charitable Trusts

Want to Know if a Charitable Trust is appropriate for you? Understand the philanthropic and tax implications.

• Articles

  Saving to Spending: Build a Tax-Smart Withdrawal Strategy

  Maximize your hard-earned assets and set the stage for a rewarding retirement with a tax-intelligent withdrawal strategy.

  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.

  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.

  Income Tax Strategies to Help You Live Your Ideal Retirement

  Wondering how to manage retirement savings? Learn tax-efficient strategies to manage withdrawals and preserve your nest egg.

  Red Flags for Tax Auditors

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

  What If You Get Audited?

  The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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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.

  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