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.
What does the Tax Reform and Jobs Act mean for you?
If you’ve profited from the sale of stocks, bonds or other capital assets this year you may have to pay the capital gains tax
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The best time to plan for taxes? Before the end of the year, when you can still take action to reduce your tax burden.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estimate how much of your Social Security benefit may be considered taxable.
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.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
Learn more about taxes, tax-favored investing, and tax strategies.