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.

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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.

Building a Plan: Tax Strategies for Retirement Income

Ready to live your ideal retirement? Learn tax-efficient withdrawal strategies to help make your savings work harder for you.

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.

• Articles

  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.

  Give Me a (Tax) Break: Tax Implications for Charitable Trust

  Charitable trusts offer a strategic way to align your financial and philanthropic goals. Explore your options in this guide.

  Tax Rules When Selling Your Home

  The tax rules governing profits you realize from the sale of your home have changed in recent years.

  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.

  Do You Owe The AMT?

  If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

  What You Need to Know about Tax-Loss Harvesting

  While tax-loss harvesting won't eliminate your taxes, it may offset what you owe on your taxable investment accounts.

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• Calculators

  Social Security Tax Estimator

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

  Federal Capital Gains Tax Estimator

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

  Home Mortgage Deduction

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

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• 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