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.

How Income Taxes Work

A quick look at how federal income taxes work.

Strategies for Estimated Tax Payments

Had a spike in income this year? These tax strategies can help you maximize it – without incurring trouble with the IRS

• Articles

  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.

  Opening up the Backdoor Roth

  This key retirement savings technique can be available even for those who aren’t eligible to fund a Roth IRA.

  Take the Headaches Out of Tax Season

  How to make your life – and your CPA’s – go a little bit smoother as you prepare your returns during the coming tax season.

  Taking Advantage of Tax-Loss Harvesting

  There can be tax benefits to selling securities that have underperformed – if you’re thoughtful about it.

  Understanding Marginal Income Tax Brackets

  An inside look at how marginal income tax brackets work.

  Finding Tax Relief Following a Catastrophic Loss

  While recent law changes limit the deduction, in some cases the losses can still reduce your tax bill.

  View all articles

• 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