Tax | Vantage Wealth Group

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.

Making Your Tax Bracket Work

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

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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.

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.

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

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's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Keep More, Grow More: 5 Tax-Efficient Investment Strategies

Ready to optimize your portfolio and reduce your tax burden? Discover 5 tax-efficient investment strategies that could help.

How to Appeal Your Property Taxes

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

Income Tax Strategies to Help You Live Your Ideal Retirement

Wondering how to manage retirement savings? Learn tax-efficient strategies to manage withdrawals and preserve your nest egg.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

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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?

View all videos

Articles

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.

Tax-Loss Harvesting: A Tax Strategy to Consider

Not every investment will be a winner, but a strategy called tax-loss harvesting can potentially lower your tax bill.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Simple Strategies for Tax-Intelligent Cash Flow

Looking to minimize taxes? Learn how understanding cash flow can help you keep more of your money and work toward your goals.

Saving to Spending: Build a Tax-Smart Withdrawal Strategy

Maximize your hard-earned assets and set the stage for a rewarding retirement with a tax-intelligent withdrawal strategy.

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.

View all articles
Calculators

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

View all calculators
Videos

Making Your Tax Bracket Work

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

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

View all videos