Tax planning and preparation resources

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.


Quick reference tax planning guide

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

Get the 2022 tax planning guide

Get the 2021 tax planning guide

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.

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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.

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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.


There are several proposals under discussion that could impact your tax liability, depending on your financial situation.

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American Rescue Plan Act of 2021

The American Rescue Plan Act expands the child tax credit and makes those payments directly to families.

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SECURE Act of 2019

The Setting Every Community Up for Retirement Enhancement (SECURE) Act includes changes for retirement savings and how and when to access those funds.

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Tax Cuts and Jobs Act of 2017

The TCJA, effective through at least 2025 barring new tax law changes, cuts tax rates across many income brackets and nearly doubles the threshold for itemized deductions.

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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.

Should I itemize my taxes?

Depending on your situation, you could save more by skipping itemizing and taking the standard deduction.

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10 ways your income and assets affect your taxes

Individuals and couples with higher income or significant assets may be subject to taxes that don’t apply to others. Here’s a rundown of what you need to know.

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What you should know about Alternative Minimum Tax

The AMT was created to make sure taxpayers in higher tax brackets pay their fair share of taxes. Here’s how it could affect you at tax time.

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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.

A guide to tax diversification in investing

Using a variety of investment accounts and financial strategies may help reduce the taxes you pay over your lifetime.

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How taxes can impact your investment returns

Understanding your portfolio’s tax characteristics is a step toward more efficient investing.

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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.

Your guide to tax deductions on charitable donations

There are many ways to “share the wealth,” but careful planning can make a difference.

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6 strategies for maximizing your charitable tax deductions

Charitable donations are often talked about in tandem with tax breaks. But the reason people donate is often lost in the discussion.

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Tax-smart giving: Qualified charitable distributions & gifting stock

Qualified charitable distributions and gifts of appreciated stocks offer prime opportunities to enhance your giving and potentially take advantage of greater tax savings.

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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.

3 retirement withdrawal strategies

You’ve worked hard to save money for retirement, but do you have a plan in place for spending it?

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How retirement income is taxed

Don’t overlook the impact of taxes as you plot out your retirement income strategy.

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How to rollover your 401(k)

What can you do with a 401(k) after you leave a job? Explore your options.

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Roth vs. traditional IRA

An Individual Retirement Account (IRA) is a tax-advantaged investment account designed to help you save toward retirement.

Learn more about IRAs

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.