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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Have A Question About This Topic?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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.
Your Planning Guide to 2026 Taxes
Here’s what you need to know about the increased limits for gifting, retirement contributions and more in 2026.
Finding Tax Relief Following a Catastrophic Loss
While recent law changes limit the deduction, in some cases the losses can still reduce your tax bill.
Tax Strategies You Might Be Missing Out On
How year-round tax planning decisions can impact your return come tax season.
So You Won the Lottery
Sometimes more money can create problems you didn’t see coming. Follow these steps to keep your Mega Millions protected.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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.
2024 Election Implications For Tariffs & Tax Legislation
Republicans secured a sweep in the 2024 election. However, slim majorities in Congress have implications for tax legislation.
View all articles
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
-
Videos