Quick Tax Info & Tips
Additional Information
• Make 401(k) and HSA contributions.
• Avoid taxes on an RMD with a charitable donation.
• Hold off on mutual fund purchases.
• Convert money from a traditional to a Roth IRA.
• Harvest your capital losses.
• Generate capital gains if you are in a low tax bracket.
• Invest in Qualified Opportunity funds.
• Use your flexible spending account balance.
• Gather your charitable contributions.
MEET WITH US TO DISCUSS THE ABOVE AND OTHER TAX PLANNING IDEAS.