Taxes

What Is a W-4 Form and How to Fill It Out

Understanding the W-4 form is crucial for ensuring accurate tax withholding and avoiding a large bill during tax season. Our comprehensive guide covers everything you need to know about this important tax form.

Understanding Tax-Efficient Investing and Strategies

Investing can help you achieve long-term financial goals but overlooking tax efficiency can significantly impact your overall returns. Tax-efficient investing means strategically managing your investments to minimize the tax burden on your returns and preserve more of your hard-earned wealth. By implementing these tax-efficient investing techniques, you can help maximize your tax returns.

Tax Deductions for Homeowners

As a homeowner, knowing the tax deductions you’re eligible for can help you save at tax time. By learning about these deductions, you can be better equipped to take full advantage of the tax benefits¹ associated with homeownership.

Tax Implications of Working from Home

Remote work, or “working from home,” has become popular for people seeking flexibility and the opportunity to work from anywhere. However, it comes with unique tax implications, including how to handle working in different states or countries, changes in deductions and credits and potential effects on your employer’s tax obligations.

Why Planning for Retirement Taxes Is Just as Important as Saving

There are measures you can take to manage your retirement tax bill, both now when saving and later when making withdrawals.

Seven Ways To Use Your Tax Refund

The average direct deposit tax refund is $3,115 — which for many is the largest chunk of cash they'll receive during the year. What are some strategies you can use to make that money last and help improve your finances?

Here are a few ideas on what to do with the money from your tax refund.

More Tax Tips That Can Help You Save

Tax Day is approaching fast. Whether you’ve beat the deadline, are putting the finishing touches on your return or you’re just getting started, we’re here to help. Read on for tips to save money on taxes, file an extension and put your refund to good use, so you can get the most out of your money.

Get a Double Shot of Savings by Going Green

Through green upgrades, homeowners are eligible for major cash back and energy savings. Maximize your returns with these rebates and tax credits.

Tax Season Preparation: 5 Steps to Get Ready

Simplify the season by being prepared.

The Difference Between Taxable and Nontaxable Income

The difference between taxable and nontaxable incomes.

How Much of My Salary Goes to Taxes?

Figuring out the percentage of your salary that makes it to your bank account can be pretty easy with a few simple calculators.

The Impact Unpaid Taxes Have on Your Credit Score

The amount of taxes you owe is a significant factor in determining whether or not your credit score will be affected.