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?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
How Income Taxes Work
A quick look at how federal income taxes work.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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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.