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.

Featured Video

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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.

Taking Advantage of Tax-Loss Harvesting

There can be tax benefits to selling securities that have underperformed – if you’re thoughtful about it.

• Articles

  How Income Taxes Work

  A quick look at how federal income taxes work.

  Five Most Overlooked Tax Deductions

  Five overlooked tax deductions to help manage your tax bill.

  Four Financial Resolutions (and Simple Ways to Keep Them)

  Although financial objectives vary, there are a few collective steps everyone can take to ensure their goals stay on target.

  Understanding Marginal Income Tax Brackets

  An inside look at how marginal income tax brackets work.

  Your Planning Guide to 2026 Taxes

  Here’s what you need to know about the increased limits for gifting, retirement contributions and more in 2026.

  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.

  View all articles

• Videos

  The Facts About Income Tax

  Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

  Making Your Tax Bracket Work

  Have you explored all your options when it comes to managing your taxable income?

  View all videos