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.
Perspectives on Tax Planning
Too often, taxes are only thought of once or twice a year
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
How Income Taxes Work
A quick look at how federal income taxes work.
So You Won the Lottery
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How Your Bonus Is Taxed
How big a bite does the IRS take out of your bonus check – and what can you do about it?
So You've Inherited Some Property...
Inheriting a noncash asset can present a set of issues. Use these tips to handle your inheritance in the best way possible.
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.
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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?
Perspectives on Tax Planning
Too often, taxes are only thought of once or twice a year
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