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Planning for well retirement

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Tax Rates

Find your federal marginal income tax rate, (for the 2015 tax year). Married Filing Jointly Over Not Over Rate $0 $18,450 10% $18,450 $74,900 15% $74,900 $151,200 25% $151,200 $230,450 28% $230,450 $411,500 33% $411,500 $464,850 35% $464,850 39.60% Married Filing Separately Over Not Over Rate $0 $9,225 10% $9,225 $37,450 15% $37,450 $75,600 25% $75,600 $115,225 28% $115,225 $205,750 ... Read More »

Tax Publications

These links will let you download a number of very useful tax publications from the Internal Revenue Service. Clicking on one of these links will download a PDF version of the publication directly from the Internal Revenue Service website. Your Rights As a Taxpayer This publication explains some of your most important rights as a taxpayer and the examination, appeal, ... Read More »

Tax Forms

These links will let you download the Internal Revenue Service’s most frequently requested tax forms. Clicking on one of these links will download a PDF version of the form directly from the Internal Revenue Service website. 1040 U.S. Individual Income Tax Return Form | Instructions 1040A U.S. Individual Income Tax Return Form | Instructions 1040ES Estimated Tax for Individuals. Estimated ... Read More »

Tax Calendar

Key dates from the federal tax calendar. January 15 Estimated tax for the 4th quarter of 2015 due for those who do not pay their income tax throughout the year through withholding. February 1 Employers must send out W-2 Forms and 1099 Forms to employees and non-employees who provide services. February 15 If you claimed exemption from income tax withholding ... Read More »

Tax Resources

Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Read More »

Glossary

1035 Exchange A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. 401(k) Plan A qualified retirement plan available to eligible employees of companies. 401(k) plans allow eligible employees to defer taxation on a specific percentage of their income that is to ... Read More »

Tax Management Strategies

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Slide 1 of 20 Understanding tax strategies and managing your tax bill are an integral part of a sound financial approach. Conversely, ignoring the tax ramifications of your investment portfolio may result in lower overall performance. Some taxes can be deferred, and others can be managed through tax-efficient investing. With a careful and consistent preparation, you can potentially reduce the ... Read More »

The Utility of Sector Investing

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There is a growing popularity among individuals to broaden their investment strategy beyond conventional allocations and investment styles. Some see sector investing as a way to seek new opportunities for enhanced portfolio performance.1,2 Sectors are made up of companies grouped by similar businesses that range from natural resources to financial services and from technology to consumer staples. In any given ... Read More »

Social Security: Maximizing Your Social Security Benefits

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Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some of which depend on their marital status. Understanding the strategies for maximizing your Social Security retirement income benefits should be prefaced with a review of the three basic forms of retirement ... Read More »

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