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.

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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?

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.

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.

• Articles

  Tax Deductions You Won't Believe

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  Planning Moves to Consider Before Year-End | 2026

  Use these key moves to finish 2026 with purpose and prepare for the year ahead.

  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.

  Take the Headaches Out of Tax Season

  How to make your life – and your CPA’s – go a little bit smoother as you prepare your returns during the coming tax season.

  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.

  View all articles

• Videos

  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