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.

Featured Video

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?

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.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

• Articles

  How to Make the Tax Code Work for You

  When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

  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 Do Your Taxes Pay For?

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

  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.

  Counteracting Capital Gains with Tax-Loss Harvesting

  You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

  View all articles

• Calculators

  Comparing Investments

  This calculator compares the net gain of a taxable investment versus a tax-favored one.

  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.

  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.

  Social Security Taxes

  Estimate how much of your Social Security benefit may be considered taxable.

  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