Year-end tax checklist for optimal financial health
It’s almost year-end and there’s just enough time to check your list (check it twice) for optimal financial success. Consider a few last-minute tax strategies and always consult your tax advisor if you have questions about taxes. Investments Tax loss harvesting - The market’s doldrums this year provide a unique opportunity for investors to capture losses and plan for tax-free profits in the future. Keep in mind that selling to cash keeps you out of the market only to miss out