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.

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.

• Articles

  What Do Your Taxes Pay For?

  Here's a breakdown of how the federal government spends your tax money.

  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.

  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.

  Understanding Marginal Income Tax Brackets

  An inside look at how marginal income tax brackets work.

  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.

  View all articles

• Calculators

  Social Security Tax Estimator

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

  Federal Capital Gains Tax Estimator

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

  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