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

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.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Social Security Taxes

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

• Articles

  You May Need to Make Estimated Tax Payments If…

  Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

  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.

  Tax Reform: Before and After

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

  What Do Your Taxes Pay For?

  Here's a breakdown of how the federal government spends your tax money.

  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.

  View all articles

• Calculators

  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.

  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.

  Social Security Taxes

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

  Tax Freedom Day

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

  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.

  View all videos