Schedule a Consultation

5 Year-End Tax Tips

It’s hard to believe that Thanksgiving is just a week away, and as we get closer to the end of the year it’s time to be thinking about what we need to do to be tax-efficient. In this show, we cover 5 tax considerations and some of them have deadlines so pay close attention:

  1. harvesting tax losses and gains
  2. Required Minimum Distributions (RMDs)
  3. Qualified Charitable Distributions
  4. Roth IRA conversions
  5. maximize contributions to your tax-advantaged account