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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Infographic: 2019 Taxes by the Numbers

Infographic: 2019 Taxes by the Numbers

Here are the official tax numbers for 2019.

What If You Get Audited?

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.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Webinar: Navigating the tax landscape and what it means for

If the recent COVID-19 crisis has you feeling a little overwhelmed about retirement, you’re not alone. Uncertainty leading to global market volatility can seem alarming when it comes to your retirement accounts, but it doesn’t have to be.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

How Income Taxes Work

A quick look at how federal income taxes work.

Infographic: 2019 Taxes by the Numbers

Here are the official tax numbers for 2019.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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