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.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Regardless of how you approach retirement, there are some things about it that might surprise you.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Retirement income may come from a variety of sources. Here’s an overview of the six main sources.
Calculating your potential Social Security benefit is a three-step process.
Here’s one strategy that combines two different annuities to generate income and rebuild principal.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Taking your Social Security benefits at the right time may help maximize your benefit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There’s an alarming difference between perception and reality for current and future retirees.
Around the country, attitudes about retirement are shifting.
When should you take your Social Security benefit?
Here are five facts about Social Security that might surprise you.