Tax | Illuminate Financial Group

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.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Building a Plan: Tax Strategies for Retirement Income

Ready to live your ideal retirement? Learn tax-efficient withdrawal strategies to help make your savings work harder for you.

What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

What You Need to Know about Tax-Loss Harvesting

While tax-loss harvesting won't eliminate your taxes, it may offset what you owe on your taxable investment accounts.

Making Cash Flow Count with Tax-Smart Strategies

Discover how managing your cash flow can help you improve your tax situation and move closer to your long-term goals.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

A Quick Guide to Charitable Trusts

Want to Know if a Charitable Trust is appropriate for you? Understand the philanthropic and tax implications.

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Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

View all calculators

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

View all videos

Articles

Retirement Income 101: Tax-Efficient Withdrawal Strategies

Not sure how to shift from saving to spending in your golden years? Learn these tax-savvy retirement withdrawal strategies.

Give Me a (Tax) Break: Tax Implications for Charitable Trust

Charitable trusts offer a strategic way to align your financial and philanthropic goals. Explore your options in this guide.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Tax Strategies to Help Maximize Returns and Minimize Burdens

Looking to reduce your tax burden? Learn tax-efficient investment strategies that could help you keep more of your money.

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Calculators

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

View all calculators
Videos

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

View all videos