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
Retirement
Tax Loss Harvesting
Offsetting Losses
Short-Term Gains and Losses
Long-Term Gains and Losses
Mutual Funds
ETFs
Wash Sale Rule
Gifting
Tax Bracket
Bracket Bumping
ROTH IRA Conversions
Pre-Payment of Business Expenses
Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770
Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact