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.

Featured Video

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.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Social Security Changes Are Unlikely

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

• Articles

  So You Won the Lottery

  Sometimes more money can create problems you didn’t see coming. Follow these steps to keep your Mega Millions protected.

  Data Centers At Risk of Becoming Political Liability

  Data‑center infrastructure is increasingly at risk of becoming a politically sensitive issue nationwide.

  How Your Bonus Is Taxed

  How big a bite does the IRS take out of your bonus check – and what can you do about it?

  How to Appeal Your Property Taxes

  For homeowners who think their property taxes are too high, there are ways to appeal.

  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.

  Tax Strategies You Might Be Missing Out On

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

  View all articles

• Videos

  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.

  View all videos