Year End Financial Tasks

30 December 2014
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30 December 2014, Comments 0

There are a few year end tasks you may want to complete to reduce your taxes and ensure your financial goals. This is a good time for some folks to harvest tax losses to counter or offset gains. If you can sell something that is a loss and doesn’t look like it will be recovering anytime soon, you may want to consider selling it today or tomorrow. It might offset gains you have realized on other investments. Remember, this is in regards to taxable accounts only. We are not referring to Roth IRA’s, etc.

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