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.
Have A Question About This Topic?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The federal government requires deceased individuals to file a final income tax return.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
An inside look at how marginal income tax brackets work.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
A quick look at how federal income taxes work.
Assess how many days you'll work to pay your federal tax liability.
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.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.