Shari Reffsin

Tax

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.

Comparing Investments

Comparing Investments

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

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Social Security Taxes

Social Security Taxes

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