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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn more about taxes, tax-favored investing, and tax strategies.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.