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.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
2024 Election Implications For Tariffs & Tax Legislation
Republicans secured a sweep in the 2024 election. However, slim majorities in Congress have implications for tax legislation.
The “One Big Beautiful Bill" Act: How It May Impact You
Congress’s new bill locks in key tax rules for the future – what does it entail, and what does it mean for your plan?
Underdiscussed Economic Cushions as War in Iran Continues
"Shock and awe” economic policy is helping buffer the economic fallout from the conflict with Iran.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Traditional IRAs vs. Roth IRAs: What's the Difference?
Which individual retirement account is right for you? It depends on your circumstances.
Social Security Changes Are Unlikely
Strategas explains why significant changes to Social Security are unlikely, despite noisy headlines.
Opening up the Backdoor Roth
This key retirement savings technique can be available even for those who aren’t eligible to fund a Roth IRA.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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