2022 Year-End Thoughts for Your Portfolio and Personal Life

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

Save Some Money and Do Some Good

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. Managing some of these strategies can be tricky, so we recommend you consult with a professional tax or wealth planning adviser before taking action.