The Truth Behind Tax Rates

If your income tax is calculated using the progressive tax struxcture, you may qualify for a lower tax bracket. Our partners at Jackson National are bringing this month's financial digest with an infographic that lays out how this tax structure may benefit the client.

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Case Study: Donor-Advised Fund

Brought to you by Renaissance Charitable Foundation, this case study is perfect for those looking to extend their charitable giving, and increase their tax savings!

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Tax Considerations After a Family Member Death

 

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Managing Taxes on Your Investments

 

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Social Security Options for Spouses, Widows and Ex-Spouses

Our partners at Franklin Templeton Investments are proud to bring you the following resource for understanding social security options as they pertain to your marital status.

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Life Insurance Tax Features: What You Should Know

Presented by Manning Wealth Management

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