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

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?

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Perspectives on Tax Planning

Too often, taxes are only thought of once or twice a year

• Articles

  Five Most Overlooked Tax Deductions

  Five overlooked tax deductions to help manage your tax bill.

  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.

  Does Your Child Need to File an Income Tax Return?

  When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

  What If You Get Audited?

  The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

  Red Flags for Tax Auditors

  Here are six flags that may make your tax return prime for an IRS audit.

  You May Need to Make Estimated Tax Payments If…

  Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

  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.

  Perspectives on Tax Planning

  Too often, taxes are only thought of once or twice a year

  Making Your Tax Bracket Work

  Have you explored all your options when it comes to managing your taxable income?

  View all videos