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.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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.
Making Cash Flow Count with Tax-Smart Strategies
Discover how managing your cash flow can help you improve your tax situation and move closer to your long-term goals.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
What’s My 2025 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Making Cash Flow Count with Tax-Smart Strategies
Discover how managing your cash flow can help you improve your tax situation and move closer to your long-term goals.
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.
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.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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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.
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