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Tax Planning


 Tax-Liability Reduction Strategies 

  Review Realized Gains

  Carry-Forward Losses Management

  Tax-Loss Harvesting

   Deductions and Credits 

   Potential Roth Conversion 

   Health Savings & Flexible Spending Accounts 


Cortburg Retirement Advisors and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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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.
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Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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What's My 2022 Tax Bracket?

What's My 2022 Tax Bracket?

Knowing your tax bracket can make a large difference in your tax preparations. Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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