Tax Planning | Cortburg Retirement Advisors

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.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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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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Tax Freedom Day

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

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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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