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.

Featured Video

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.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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

• Articles

  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.

  Washington Policy Research: Key Takeaways from the Tax Bill

  Just before the July 4 holiday, Congress passed a significant piece of tax legislation, coined the One Big Beautiful Bill. 

  The “One Big Beautiful Bill" Act: How It May Impact You

  Congress’s new bill locks in key tax rules for the future – what does it entail, and what does it mean for your plan?

  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.

  Do You Owe The AMT?

  If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

  View all articles

• Videos

  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?

  View all videos