When the days get shorter, it also means time is running out to make year-end tax-saving moves. While it can be difficult to focus on tax preparation during the hectic holiday season, it’s a good time to take steps that can pay dividends next year and beyond.
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.
- 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.