Taxes are a key part of managing your finances, but it can be challenging to navigate the terminology and changes to tax policy. While we don’t provide tax advice, we’ve put together the following resources to help you maximize your benefits and minimize any surprises during tax season and throughout the year.

On this page

Tax law changes

Taxes and charitable giving


Tax deductions and credits

Taxes and retirement


Taxes and investing

Your tax refund

Featured content

Quick reference tax planning guide

Stay on top of the current tax rates and other information you’ll need for tax planning and preparation.

Resources for year-round tax planning

Tax planning isn't a once-a-year activity. Learn how you can be more strategic about your taxes year-round.

Should I use a loan to pay taxes?

A large taxable event could mean using a loan to pay taxes makes financial sense. We outline the options and their pros and cons.

Latest tax and legislative updates

Tax law changes can impact your financial plan. Get details on legislation that may affect your tax bracket, deductions, retirement savings and more.


Tax deductions and credits

Let’s answer a few key tax questions. Should you take the standard deduction or itemize? Do you know what taxes apply to you? These articles will help you be fluent in tax terminology.


Taxes and investing

Being intentional about your investments with regard to tax impacts will ensure you’re prepared when tax time comes around. It may even reduce your overall tax burden.


Taxes and charitable giving

Charitable giving and other tax-deductible donations support the causes you care about while reducing your tax burden. With the right strategies your money can do more.


Taxes and retirement

Different retirement accounts have different tax advantages, so keep taxes – and how you want to use the money – in mind when choosing between them.


Your tax refund

Should you invest it? Treat yourself? Depending on your financial goals there are plenty of possibilities for what you can do with your tax refund.


Start of disclosure content

Investment and insurance products and services including annuities are:
Not a deposit ● Not FDIC insured ● May lose value ● Not bank guaranteed ● Not insured by any federal government agency.

U.S. Wealth Management – U.S. Bank | U.S. Bancorp Investments is the marketing logo for U.S. Bank and its affiliate U.S. Bancorp Investments.

Start of disclosure content

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

The information provided represents the opinion of U.S. Bank and U.S. Bancorp Investments and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

Start of disclosure content

For U.S. Bank:

Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, Home Equity and Credit products are offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

Start of disclosure content

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via An investor brochure describing BrokerCheck is also available through FINRA.

U.S. Bancorp Investments Order Processing Information.

Municipal Securities Education and Protection– U.S. Bancorp Investments is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at