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.
Perspectives on Tax Planning
Too often, taxes are only thought of once or twice a year
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Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
November Wealth Strategies
Senior Tax Strategist Kelsey Clair provides useful tax planning tips as we head into year-end.
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.
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.
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.
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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
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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