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?

Donating Art: Taxation Abstraction

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

• Articles

  “Dirty Dozen” Tax Scams to Watch For

  Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

  Filing Final Tax Returns for the Deceased

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

  Red Flags for Tax Auditors

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

  How to Appeal Your Property Taxes

  For homeowners who think their property taxes are too high, there are ways to appeal.

  How Income Taxes Work

  A quick look at how federal income taxes work.

  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.

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• Calculators

  Social Security Taxes

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

  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.

  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