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.
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You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
For homeowners who think their property taxes are too high, there are ways to appeal.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.