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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Tax Freedom Day

Tax Freedom Day

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

What is the capital gains tax?

What is the capital gains tax?

If you’ve profited from the sale of stocks, bonds or other capital assets this year you may have to pay the capital gains tax

Comparing Investments

Comparing Investments

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