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.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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Perspectives on Tax Planning
Too often, taxes are only thought of once or twice a year
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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
So You Won the Lottery
Sometimes more money can create problems you didn’t see coming. Follow these steps to keep your Mega Millions protected.
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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?
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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