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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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.

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.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

• Articles

  U.S. Deficit Peaked in 2024; Set to Decrease in 2025

  The U.S. deficit is expected to decrease in 2025, regardless of which party wins the presidential election.

  Navigating the New Tax Bill: Business Owner Tips

  The updates in the OBBBA go beyond personal taxes – business owners face new rules, too. Here’s how to plan for them.

  Tariffs and Trade Post-SCOTUS Ruling

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

  Two Important Structural Shifts Shaping the Economy

  Artificial intelligence and de-globalization are shaping the world economy and policymaking for years to come. 

  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.

  Understanding Marginal Income Tax Brackets

  An inside look at how marginal income tax brackets work.

  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