Tax

Strategies.

Develop a sound financial approach.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Learn more about taxes, tax-favored investing, and tax strategies.

Tax Management Strategies

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

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.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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.

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