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.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.

Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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.
View all articles
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
View all calculators
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
View all videos
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