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Tax Optimizer
Tax Planning
Tax Optimizer
Minimize your tax burden with personalized strategies. Discover legal ways to reduce taxes and keep more of your hard-earned money working for you.
Tax Information
Enter your current tax situation for personalized optimization
Tax Optimization Results
Your potential tax savings and strategies
Enter your tax information to see optimization strategies
Tax Optimization Strategies
Pre-Tax Contributions
401(k), Traditional IRA, and HSA contributions reduce your taxable income dollar-for-dollar. Maximize these accounts first for immediate tax savings.
Tax-Loss Harvesting
Realize investment losses to offset capital gains. You can deduct up to $3,000 in net losses against ordinary income annually.
Strategic Timing
Time income and deductions strategically. Consider accelerating deductions into high-income years and deferring income when possible.