End-of-Year Tax Tips

End-of-Year Tax Tips

October 29, 2022

There's still time to capture some tax deductions this year. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share some tips and strategies surrounding end-of-year tax planning. Topics include:

Post-Tax Funnel

Pre-Tax Funnel

Preferential Tax Treatment

Brokerage Account

Direct Mutual Fund Account

Capital Gains Tax

Tax-Sensitive Asset Allocation

ROTH Conversion



Standard Deduction

Charitable Contributions

Donor-Advised Funds

Catch-Up Contribution



State Tax Deductions

529 Plan


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