Insights that help decode the mystery of taxes

Our subject matter experts and editorial team cover the tax planning topics that matter the most to you, cutting through the complexity and giving you actionable insights that can help move you forward.

16%of people give themselves an “A” on their tax planning knowledge

4 in 10Americans only think about taxes during tax filing season

55%of adults aged 65+ cite constantly changing tax codes as their main frustration

This report presents the results of an online survey conducted by Edelman Financial Engines (EFE) via the quantilope platform between January 31, 2025 and February 7, 2025. A total of 1,500 U.S. adults ages 30 and older completed the survey, which explored attitudes and perceptions related to taxes and financial planning. Participants were compensated by the panel provider. The survey results reflect opinions at the time of the survey and may not be representative of all households. Participants’ responses should not be interpreted as endorsements of EFE’s services.

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Taxes in 2025

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Tax Saving Strategies Part 2

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Turn learning into a guided tour of your tax planning.

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Browse the rest of our tax learning center library for more on tax planning, tax mitigation strategies, estate taxes, tax deductions, tax-efficient investment opportunities, reducing taxes in retirement and more.

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Capital Gains Tax in New Mexico

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Capital Gains Tax in Rhode Island

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Connecticut

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Minnesota

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Utah

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Nevada

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Oregon

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Nebraska

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Florida

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Oklahoma

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Virginia

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Texas

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Michigan

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Alabama

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in South Carolina | Edelman Financial Engines

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Arizona

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in New York

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Ohio

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Washington

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Colorado

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in North Carolina

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Illinois

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Maryland

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Georgia

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Missouri

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Wisconsin

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Pennsylvania

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Indiana

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Kansas

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Kentucky

Implications, exemptions and tax mitigation strategies.
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Taxes aren’t just an April concern – they can have a key impact on your overall financial picture. Start with a partner who can help you with a forward-looking view of each year’s tax considerations so you can understand the tax implications of both your routine financial choices and major life decisions.

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Insights that help decode the mystery of taxes

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Turn learning into a guided tour of your tax planning.

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