Tax Management Resources

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.

The Facts About Income Tax

The Facts About Income Tax

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

Tax Management Strategies

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Tax Resources

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes.

Tax Calendar

A list of important dates from the federal tax calendar

Tax Forms

A full set of downloadable forms from the IRS

Tax Publications

A full set of downloadable publications from the IRS

Tax Rates

Tables to enable you to find your federal marginal income tax rate

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

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<a href="http://www.fmgwebsites.com/4508c37e-2b0e-4819-96b2-e86a71e8cee9/resource-center/tax/understanding-marginal-income-tax-brackets">Understanding Marginal Income Tax Brackets</a>

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

<a href="http://www.fmgwebsites.com/4508c37e-2b0e-4819-96b2-e86a71e8cee9/resource-center/tax/how-income-taxes-work">How Income Taxes Work</a>

How Income Taxes Work

A quick look at how federal income taxes work.

<a href="http://www.fmgwebsites.com/4508c37e-2b0e-4819-96b2-e86a71e8cee9/resource-center/tax/home-mortgage-deduction">Home Mortgage Deduction</a>

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

How Income Taxes Work

A quick look at how federal income taxes work.

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Federal Income Tax

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Tax Freedom Day

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

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

Social Security Taxes

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

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations

The Facts About Income Tax

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

View all videos