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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Do You Owe The AMT?
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.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.