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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 Rules When Selling Your Home

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

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

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?

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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