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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A quick look at how federal income taxes work.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Here's a breakdown of how the federal government spends your tax money.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.