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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Making Your Tax Bracket Work

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

The Facts About Income Tax

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

U.S. Deficit Peaked in 2024; Set to Decrease in 2025

The U.S. deficit is expected to decrease in 2025, regardless of which party wins the presidential election.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

• Articles

  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.

  How to Make the Tax Code Work for You

  When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

  The “One Big Beautiful Bill" Act: How It May Impact You

  Congress’s new bill locks in key tax rules for the future – what does it entail, and what does it mean for your plan?

  Taking Advantage of Tax-Loss Harvesting

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

  Data Centers At Risk of Becoming Political Liability

  Data‑center infrastructure is increasingly at risk of becoming a politically sensitive issue nationwide.

  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.

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• 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