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.
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.
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.
Saving to Spending: Build a Tax-Smart Withdrawal Strategy
Maximize your hard-earned assets and set the stage for a rewarding retirement with a tax-intelligent withdrawal strategy.
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.
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.
Simple Strategies for Tax-Intelligent Cash Flow
Looking to minimize taxes? Learn how understanding cash flow can help you keep more of your money and work toward your goals.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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.
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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.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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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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