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

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.

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Retirement Income 101: Tax-Efficient Withdrawal Strategies

Not sure how to shift from saving to spending in your golden years? Learn these tax-savvy retirement withdrawal strategies.

• Articles

  Building a Plan: Tax Strategies for Retirement Income

  Ready to live your ideal retirement? Learn tax-efficient withdrawal strategies to help make your savings work harder for you.

  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.

  Understanding Marginal Income Tax Brackets

  An inside look at how marginal income tax brackets work.

  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.

  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.

  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.

  View all articles

• 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