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?
Taking Advantage of Tax-Loss Harvesting
There can be tax benefits to selling securities that have underperformed – if you’re thoughtful about it.
Perspectives on Tax Planning
Too often, taxes are only thought of once or twice a year
Your Guide to Inflation Adjustment for 2024 Taxes
Here’s what you need to know about recently increased limits for gifting, retirement contributions, and more.
Savvy Tax Moves for Year's End
After a tough year in the markets, tax strategies like tax-loss harvesting and Roth conversions can help ease the pain.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
An Expat's Guide to U.S. Taxes
Working overseas? You won't escape the clutches of the IRS. But you may be able to ease the burden.
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.
Ratcheting Up: Inflation Adjustments to Your 2023 Taxes
The IRS has raised the limits for gifting, retirement contributions, and other areas of critical importance to you.
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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?
Perspectives on Tax Planning
Too often, taxes are only thought of once or twice a year
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