Broker Check

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.

<p>Five Most Overlooked Tax Deductions</p>

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.
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<p>The Facts About Income Tax</p>

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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<p>Social Security Taxes</p>

Social Security Taxes

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