article_search

Search Articles:

Product Finder

Search for products that match of these criteria:

 + Add row
Price:

No gain, no pain – Year-end tax planning for investors

$225.00

SKU: WMAnd181. Category: .

Description

Abstract: The end of the year is an ideal time to review an investment portfolio for tax-saving opportunities. This article lists several strategies, including harvesting losses and gains, buying back losing positions, and selling higher cost basis shares. It also touts the advantages of making charitable donations of appreciated securities. A sidebar provides tips for tackling the net investment income tax.

Additional information

Year

Niche

Newsletter

Issue

Word Count