Facts and Strategies

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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Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Tax & Estate Strategies for Married LGBTQ+ Couples

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 Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.