End-of-Year Tax Planning

End-of-Year Tax Planning

December 03, 2022

As the end of the year approaches, you may want to take stock to see if there are any strategic tax strategies you need to implement by year's end. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey share insights about smart year-end tax planning that you may want to look into - before it's too late! Topics include:

Long-Term After-Tax Returns

Tax Code

Non-Qualified Investment Portfolio


Tax Loss Harvesting

Offsetting Losses

Short-Term Gains and Losses

Long-Term Gains and Losses

Mutual Funds


Wash Sale Rule


Tax Bracket

Bracket Bumping

ROTH IRA Conversions

Pre-Payment of Business Expenses

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