Tax Planning

As the old saying goes: the only guarantees in life are death and taxes. Getting a grasp on the basics of taxes, as well as understanding tax law, can help you with investing, retirement and more. The goal of tax planning is to arrange your financial affairs so as to minimize your taxes.

ARTICLES AND PUBLICATIONS

Top Ten Things to Know about Taxes

Tax Planning Basics: 3 Ways to Reduce Your Taxes

What is Your Tax Bracket?

1040 Mysteries Revealed

The Best Time for Tax Planning

TOOLS

Video: Adjusting Your Withholding: Expecting a tax refund? It's better not to get one at all. Here's why.

1040 Tax Estimator

403(B) Payroll Deduction

Earned Income Tax Credit

Find Your Tax Bracket

Flexible Spending Account