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.

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Making Your Tax Bracket Work

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

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.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

• Articles

  How to Appeal Your Property Taxes

  For homeowners who think their property taxes are too high, there are ways to appeal.

  Understanding Marginal Income Tax Brackets

  An inside look at how marginal income tax brackets work.

  Tax Deductions You Won't Believe

  Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

  How to Make the Tax Code Work for You

  When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

  What Do Your Taxes Pay For?

  Here's a breakdown of how the federal government spends your tax money.

  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.

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• Videos

  Making Your Tax Bracket Work

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

  View all videos