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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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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Estimate how much of your Social Security benefit may be considered taxable.

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

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