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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
October is Financial Planning Month and a good time to check up on your gifting and/or estate strategy.
Tariffs have been in the news a lot lately, but do you understand how they work?
For homeowners who think their property taxes are too high, there are ways to appeal.
A quick look at how federal income taxes work.
What does the Tax Reform and Jobs Act mean for you?
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.