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.
There’s been a lot of talk about Tax Reform. What might it look like?
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.