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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How Income Taxes Work
A quick look at how federal income taxes work.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
How Income Taxes Work
A quick look at how federal income taxes work.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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.
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.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
View all calculators
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
View all presentations
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.