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Tax Strategy

Tax Strategy

<span data-metadata="<!--(figmeta)eyJmaWxlS2V5IjoiSlZyTWZ4UUlKenBvWVE3YnQ4Y1dvUCIsInBhc3RlSUQiOjE4MzA5MzMzMjksImRhdGFUeXBlIjoic2NlbmUifQo=(/figmeta)-->"></span>What is Tax Strategy?<br/>

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.

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Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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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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You May Need to Make Estimated Tax Payments If&#8230;

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Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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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.

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Retirement Is a Beginning

Key questions to answer when you are considering retirement.
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Estimate your monthly and annual income from various IRA types.
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This calculator can help you estimate how much you may need to save for retirement.
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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Estimate how long your retirement savings may last using various monthly cash flow rates.
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Investment Strategies for Retirement

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Taking your Social Security benefits at the right time may help maximize your benefit.
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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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Want to do more with your wealth? You might want to consider creating a charitable foundation.
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RE: Retirement

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18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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Our Reputation

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.

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Our Process

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.

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About Our Firm

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.

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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!