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.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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.

Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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.
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.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
A Quick Guide to Charitable Trusts
Want to Know if a Charitable Trust is appropriate for you? Understand the philanthropic and tax implications.
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.
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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.
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.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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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.
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