Insights
Five tax moves to make before December 31
Some of the most useful tax decisions have a hard deadline at year end. A short list to review with your advisor.
Sofía Ramírez, CFP®
·
6 min read
Year end is the last chance to act on this year's income. After December 31 most choices are gone.
The short list
Harvest losses, make charitable gifts, max out retirement plans, review Roth conversions and check your estimated payments.
For general information only. This is not tax, legal or investment advice for your situation.
