It's that time of the year to clean up your investment portfolio. Check out some year-end moves that might help your situation.
As year-end approaches, take a closer look at your investment portfolio. There may be some tax-saving strategies worth considering. Check out the following areas:
If you want to deduct worthless securities on your 2018 return, you'll need to prove the security became worthless during the year and that it truly has no value. Not sure you can meet those requirements? Selling before year-end may be an option for you.
Please call us for more guidance in your year-end tax review.
As always, feel free to pass this Tip along to friends, and reach out if you need help with your personal tax and finance situation.
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