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.

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.

• Articles

  “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.

  Infographic: 2019 Taxes by the Numbers

  Here are the official tax numbers for 2019.

  Understanding Marginal Income Tax Brackets

  An inside look at how marginal income tax brackets work.

  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.

  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.

  Six Most Overlooked Tax Deductions

  Six overlooked tax deductions to help manage your tax bill.

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