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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Federal Income Tax

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

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.

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Learn more about taxes, tax-favored investing, and tax strategies.