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

The Facts About Income Tax

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

Social Security Changes Are Unlikely

Social Security Changes Are Unlikely

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

Does Your Child Need to File an Income Tax Return?

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.

Traditional IRAs vs. Roth IRAs: What's the Difference?

Which individual retirement account is right for you? It depends on your circumstances.

Two Important Structural Shifts Shaping the Economy

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

How Income Taxes Work

A quick look at how federal income taxes work.

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?

Tax Rules When Selling Your Home

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

An Expat’s Guide to U.S. Taxes

Working overseas? You won’t escape the clutches of the IRS. But you may be able to ease the burden.

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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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