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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Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What does the Tax Reform and Jobs Act mean for you?