Tax

Understanding tax strategies and managing your taxes should be part of any sound financial plan. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent planning, you may be able to manage the impact of taxes on your financial future.

Featured Content

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Learn More

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Learn More

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Learn More

^{Preferred Wealth Management, Preferred Financial Group and Preferred Group do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.}

Have A Question About This Topic?

Name

Email

Address

Question

Thank you!

Oops!