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

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

What's My 2023 Tax Bracket?

What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Comparing Investments

Comparing Investments

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

How Income Taxes Work

A quick look at how federal income taxes work.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

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.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

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.

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.

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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.

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.

Tax Freedom Day

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

Federal Income Tax

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

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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.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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