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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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.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage 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.

• Articles

  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.

  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.

  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.

  Do You Owe The AMT?

  If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

  Understanding Marginal Income Tax Brackets

  An inside look at how marginal income tax brackets work.

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• 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

  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?

  View all videos