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.
Tax law changes
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 essential tax questions you might have. Should you take the standard deduction or itemize? Do you know what taxes apply to you? These articles will help you feel 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.