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.

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

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.

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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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