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?

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.

Keep More, Grow More: 5 Tax-Efficient Investment Strategies

Ready to optimize your portfolio and reduce your tax burden? Discover 5 tax-efficient investment strategies that could help.

• Articles

  What If You Get Audited?

  The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

  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.

  Tax Deductions You Won't Believe

  Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

  Saving to Spending: Build a Tax-Smart Withdrawal Strategy

  Maximize your hard-earned assets and set the stage for a rewarding retirement with a tax-intelligent withdrawal strategy.

  Income Tax Strategies to Help You Live Your Ideal Retirement

  Wondering how to manage retirement savings? Learn tax-efficient strategies to manage withdrawals and preserve your nest egg.

  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.

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• Calculators

  Federal Capital Gains Tax Estimator

  Estimate your potential federal capital gains tax liability on the sale of an asset.

  Social Security Tax Estimator

  Estimate how much of your Social Security benefit may be subject to federal income tax.

  View all calculators

• Videos

  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.

  View all videos