Developing a tax-savvy giving back strategy can be an important part of a comprehensive financial plan — and help make doing good an effective year-round endeavor.
Wondering what are the federal income tax brackets for the 2024 and 2025 tax years? Find your federal income tax rate and what you might owe the IRS here.
Tax optimization strategies are an important consideration in overall wealth and lifestyle planning. You don’t have to move thousands of miles to benefit from “tax cliffs” – or variations in tax rules when you cross a border.
Political contributions are not tax-deductible. This applies to a wide range of donations associated with politics. Learn more about key considerations.
Roth IRAs have unique tax benefits for investors, including tax-free growth and withdrawals. Learn how Roth IRAs work and how they compare with other tax-advantaged retirement accounts here.
Tax-loss harvesting is the investing technique of selling depreciated securities to offset gains within a given tax year.
Capital gains taxes are owed when an asset is sold for more money than was paid for the asset. Learn more about capital gains taxes and how to avoid them.
Get a breakdown of how much time it generally takes to receive a tax refund depending on how the return is filed and which method is chosen to receive the refund.
The federal income tax is a tax the federal government imposes on the money each individual earns, whether it’s through a full-time job, a business they own, or their investments.
Learn more about the long-term capital gains tax, how it can offer tax benefits, and how to minimize your tax liability by knowing when to sell your investments.