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.
Making the Most of Your Charitable Donations
Don’t just write a check to your favorite charity: These tax-advantaged strategies can give you more bang for your buck.
Perspectives on Tax Planning
Too often, taxes are only thought of once or twice a year
Ratcheting Up: Inflation Adjustments to Your 2023 Taxes
The IRS has raised the limits for gifting, retirement contributions, and other areas of critical importance to you.
Making the Most of Your Charitable Donations
Don’t just write a check to your favorite charity: These tax-advantaged strategies can give you more bang for your buck.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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.
Strategies for Estimated Tax Payments
Had a spike in income this year? These tax strategies can help you maximize it – without incurring trouble with the IRS
Make the Most of Your Required Minimum Distributions
New regulations around Required Minimum Distributions can help you get even more out of your assets.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Perspectives on Tax Planning
Too often, taxes are only thought of once or twice a year
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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