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.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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.
Election Results Key to Estate Tax Changes in 2025
The outcome of November's presidential and congressional elections will be key to potential estate tax changes in 2025.
Taking Advantage of Tax-Loss Harvesting
There can be tax benefits to selling securities that have underperformed – if you’re thoughtful about it.
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.
Washington Policy Research: Tariff Revenue Offsets the Costs
According to Strategas, tariffs implemented so far this year are expected to offset the cost of the tax cuts.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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.
An Expat’s Guide to U.S. Taxes
Working overseas? You won’t escape the clutches of the IRS. But you may be able to ease the burden.
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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.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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