9 Tax-saving strategies for year-end
1 year ago
1
9 Tax-saving strategies for year-end
1. Harvest losses and investment expenses.
2. Make a qualified charitable distribution.
3. Bunch deductions if you don’t normally itemize.
4. Donate appreciated stock.
5. Use donor advised funds to time your donations.
6. Contribute to a 529 plan.
7. Maximize pre-tax retirement contributions.
8. Take a qualified business income if you run your own business.
9. Reinvest capital gains in a qualified opportunity zone.
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