Tax Strategy Tax Strategy What is Tax Strategy? Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Learn more abou Tax Strategy Ask Us How We Can Help Comprehensive financial management firm that services clients all across our great country! Find Out How Making Your Tax Bracket Work Have you explored all your options when it comes to managing your taxable income? Play Video Have A Question About This Topic? Name Email Address Phone Question Thank you! Oops! The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Learn more 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. Learn more Does Your Child Need to File an Income Tax Return? When your child has income, there’s a good chance that he or she will need to report it and pay taxes. Learn more Articles Calculators Presentations Videos IRA Withdrawals that Escape the 10% Tax Penalty The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. Learn More Healthcare Costs in Retirement Without a solid approach, health care expenses may add up quickly and potentially alter your spending. Learn More Important Birthdays Over 50 Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income. Learn More Buying a Vacation Home? 5 Questions to Consider First You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first. Learn More Where Will Your Retirement Money Come From? Retirement income may come from a variety of sources. Here's an overview of the six main sources. Learn More Deciding When to Take Social Security One of the most common questions people ask about Social Security is when they should start taking benefits. Learn More Potential Income from an IRA Estimate your monthly and annual income from various IRA types. Learn More Roth 401(k) vs. Traditional 401(k) This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k). Learn More Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living. Learn More Estimate Your RMD Help determine the required minimum distribution from an IRA or other qualified retirement plan. Learn More Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP. Learn More A Look at Systematic Withdrawals This calculator may help you estimate how long funds may last given regular withdrawals. Learn More Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals. Learn More An Inside Look at Retirement Living A number of questions and concerns need to be addressed to help you better prepare for retirement living. Learn More A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit. Learn More The Long Run: Women and Retirement For women, retirement strategy is a long race. It’s helpful to know the route. Learn More Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Learn More Tuning Your Social Security Benefit When should you take your Social Security benefit? Learn More Questions to Consider When Buying a Vacation Home Doing your research is key before buying a vacation home. Learn More Retirement Plan Detectives A couple become Retirement Plan Detectives, searching records from old employers. Learn More Get To Know Us Our Reputation DEB Financial’s reputation is built on our long-term commitment to the financial services process, our focus on our clients and their unique needs, and responsible financial management. Learn more Our Process We have a highly specialized practice working with physicians and dental professionals. I believe making your finances a priority is integral to put yourself on the proper financial track. Learn more About Our Firm Our clients come from all walks of life, different areas of the world, and represent all ages. What they share is the realization that they can and should coordinate today’s financial decisions. Learn more As Featured In How Can DEB Financial Help? When it comes to financial management, clients have a general idea of what they want their financial puzzle to look like. Unfortunately, they often do not know the pieces required to complete the puzzle in a cohesive and concise manner. DEB Financial is a national, comprehensive financial management firm that services clients all across our great country!