Blog post
Tax-smart moves to consider
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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