Welcome, Log In to Your Account
Set time aside for an annual review of your finances to make any needed adjustments and prepare for the next tax season. Here are some of the things to review in your annual financial, tax and estate planning.
Financial planning includes managing your budget, savings and investments.
Savings and Investment Goals
You'll deal with your tax situation when you prepare your income tax returns, but it's valuable to keep tax issues in mind throughout the year.
Estimated Tax Payments
Withholding and Personal Exemptions
Capital Gains and Losses
Opportunities to Minimize Taxes
If you've established an estate plan, it's a good idea to review your plan and the accompanying documents on an annual basis.
Reviewing your financial plan at least once a year can help ensure you're on track to reach your short- and long-term financial goals.
IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with American Century Companies, Inc. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.
This information is for educational purposes only and not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.