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.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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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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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.