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

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.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

• Articles

  Five Most Overlooked Tax Deductions

  Five overlooked tax deductions to help manage your tax bill.

  Tax Reform: Before and After

  What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

  Red Flags for Tax Auditors

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

  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.

  Tax Rules When Selling Your Home

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

  How to Make the Tax Code Work for You

  When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

  View all articles

• Calculators

  Tax Freedom Day

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

  Social Security Taxes

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

  Federal Income Tax

  Use this calculator to estimate your income tax liability along with average and marginal tax rates.

  Comparing Investments

  This calculator compares the net gain of a taxable investment versus a tax-favored one.

  Home Mortgage Deduction

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

  Capital Gains Tax Estimator

  Use this calculator to estimate your capital gains tax.

  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