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.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

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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.

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