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.

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Quick reference tax planning guide

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

How to reduce taxable income

The best way to minimize your tax liability is to reduce your taxable income. Here are 12 ways to do that.

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.

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.

 

Tax deductions and credits

Let’s answer a few key tax questions. Should you take the standard deduction or itemize? Do you know what taxes apply to you? These articles will help you be fluent in tax terminology.

 

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.

 

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.

 

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.

 

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.

Disclosures

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Investment and insurance products and services including annuities are:
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U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

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