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.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
A Quick Guide to Charitable Trusts
Want to Know if a Charitable Trust is appropriate for you? Understand the philanthropic and tax implications.
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-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.
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.
A Quick Guide to Charitable Trusts
Want to Know if a Charitable Trust is appropriate for you? Understand the philanthropic and tax implications.
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.
How Income Taxes Work
A quick look at how federal income taxes work.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
View all articles 
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.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
View all calculators
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?