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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What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
How Income Taxes Work
A quick look at how federal income taxes work.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.