Free Special Report: 2021 Year-End Portfolio Checklist

Don’t Let These Valuable Actions Pass You By

When the days get shorter, it also means time is running out to make year-end tax-saving moves.

This exclusive checklist provides straightforward, proactive tips for investors of every stripe. Taking the time to fine-tune your portfolio now may help prevent bigger headaches and tax bills come April.

Topics include:

  • Considerations on rebalancing your portfolio
  • Harvesting tax losses to offset investment gains
  • Maximizing tax-deferred growth
  • Guidelines for charitable donations

It’s never too soon to become a more-informed investor. Please complete the form on this page to receive this free, no-obligation report today!

For more information, please call us at (800) 492-6868.

Tax information contained herein is general in nature, is provided for informational purposes and is not to be taken as tax advice.

Download 2021 Year-End Portfolio Checklist

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