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.

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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.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Tax Strategies You Might Be Missing Out On

How year-round tax planning decisions can impact your return come tax season.

• Articles

  Tax Rules When Selling Your Home

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

  Tariffs and Trade Post-SCOTUS Ruling

  Strategas outlines the Supreme Court's recent ruling on tariffs and next steps amid a rapidly evolving landscape. 

  Social Security Changes Are Unlikely

  Strategas explains why significant changes to Social Security are unlikely, despite noisy headlines.

  You May Need to Make Estimated Tax Payments If…

  Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

  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.

  Taking Advantage of Tax-Loss Harvesting

  There can be tax benefits to selling securities that have underperformed – if you’re thoughtful about it.

  View all articles

• Videos

  The Facts About Income Tax

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

  Making Your Tax Bracket Work

  Have you explored all your options when it comes to managing your taxable income?

  View all videos