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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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Comparing Investments

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

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

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.

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Social Security Taxes

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.