150A Andover Street Suite 2 Danvers, MA 01923

978.777.6554
rcella@ipswichfinancial.com
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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.

Making Your Tax Bracket Work
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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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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.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

  • Articles
  • Calculators
  • Videos

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.

Red Flags for Tax Auditors

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

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.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

How Income Taxes Work

A quick look at how federal income taxes work.

View all articles

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Federal Income Tax

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators

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.

View all videos

  • Articles

    Tax Deductions You Won't Believe

    Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

    Do You Owe The AMT?

    If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

    How Income Taxes Work

    A quick look at how federal income taxes work.

    Filing Final Tax Returns for the Deceased

    The federal government requires deceased individuals to file a final income tax return.

    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.

    Tax & Estate Strategies for Married LGBTQ+ Couples

    Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

    View all articles

  • Calculators

    Federal Income Tax

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

    Social Security Taxes

    Estimate how much of your Social Security benefit may be considered taxable.

    Home Mortgage Deduction

    Use this calculator to assess the potential benefits of a home mortgage deduction.

    Tax Freedom Day

    Assess how many days you'll work to pay your federal tax liability.

    Comparing Investments

    This calculator compares the net gain of a taxable investment versus a tax-favored one.

    Capital Gains Tax Estimator

    Use this calculator to estimate your capital gains tax.

    View all calculators

  • Videos

    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.

    View all videos

Contact

Office: 978.777.6554

Fax: 978.777.6560

150A Andover Street

Suite 2

Danvers, MA 01923

Series 6, 7, 24, 26, 63, 66

rcella@ipswichfinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Securities and investment advice offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Ipswich Bay Advisors and LPL Financial are separate entities.  

Ed Slott is not affiliated with LPL Financial and Ipswich Bay Advisors.