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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?

Four Financial Resolutions (and Simple Ways to Keep Them)
Although financial objectives vary, there are a few collective steps everyone can take to ensure their goals stay on target.

Perspectives on Tax Planning
Too often, taxes are only thought of once or twice a year
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.
Opening Up the Backdoor Roth
This key retirement savings technique can be available even for those who aren’t eligible to fund a Roth IRA.
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.
Taking Advantage of Tax-Loss Harvesting
There can be tax benefits to selling securities that have underperformed – if you’re thoughtful about it.
Making the Most of Your Charitable Donations
Don’t just write a check to your favorite charity: These tax-advantaged strategies can give you more bang for your buck.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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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.
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?
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