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.

Have A Question About This Topic?

Thank you! Oops!
Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Tax & Estate Strategies for Married LGBTQ+ Couples

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 Freedom Day

Tax Freedom Day

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

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Filing Final Tax Returns for the Deceased

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

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.

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.

View all articles

Home Mortgage Deduction

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

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.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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

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