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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
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Tax Optimization Results
Your potential tax savings and strategies

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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.