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Tax Resources

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.
Find forms, explanations, and other tools below to help you manage your taxes.

Tax Calendar:

important tax dates for individuals

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Tax Forms:

a full set of IRS forms to download

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Tax Publications:

a full set of IRS publications to download

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Tax Rates:

tables that enable you to find your federal marginal income tax rate

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This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.