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.
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Comprehensive financial management firm that services clients all across our great country!

Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?

The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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.

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.

IRA Withdrawals that Escape the 10% Tax Penalty

Healthcare Costs in Retirement

Important Birthdays Over 50

Buying a Vacation Home? 5 Questions to Consider First

Where Will Your Retirement Money Come From?

Deciding When to Take Social Security

Potential Income from an IRA

Roth 401(k) vs. Traditional 401(k)

Inflation & Retirement

Estimate Your RMD

Self-Employed Retirement Plans

A Look at Systematic Withdrawals

Investment Strategies for Retirement

An Inside Look at Retirement Living

A Fruitful Retirement: Social Security Benefit

The Long Run: Women and Retirement

Working With A Financial Professional

Questions to Consider When Buying a Vacation Home

Retirement Plan Detectives
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.

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.

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!