Tax

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.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

U.S. Deficit Peaked in 2024; Set to Decrease in 2025

The U.S. deficit is expected to decrease in 2025, regardless of which party wins the presidential election.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

How Your Bonus Is Taxed

How big a bite does the IRS take out of your bonus check – and what can you do about it?

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.

Four Financial Resolutions (and Simple Ways to Keep Them)

Although financial objectives vary, there are a few collective steps everyone can take to ensure their goals stay on target.

Navigating the New Tax Bill: Business Owner Tips

The updates in the OBBBA go beyond personal taxes – business owners face new rules, too. Here’s how to plan for them.

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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

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Opening up the Backdoor Roth

This key retirement savings technique can be available even for those who aren’t eligible to fund a Roth IRA.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Taking Advantage of Tax-Loss Harvesting

There can be tax benefits to selling securities that have underperformed – if you’re thoughtful about it.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

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Videos

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