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.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Have A Question About This Topic?
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.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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.
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.
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.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
View all articles
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
View all calculators
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
View all presentations
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.