Blog post

Tax-smart moves to consider

Tax-smart moves to consider

Contributing or increasing contribution to IRA/401k

Roth conversions

Balancing capital gains and losses

Tax loss harvesting for equities and fixed income, too,

Bunch charitable deductions to enable using itemized deductions in a tax year.

Create a donor-advised fund for current-year deductions and charitable contributions over several years.

Keep an eye on

TCJA sunset and other potential changes.

By Larry Derany