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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
What’s My 2024 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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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.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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.
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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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