Skip to content

Why Tax Time For Investors Should Be Now

BreaktimeWhile many investors will not begin to think about taxes for several more months, today’s article argues that “anytime is a good time for tax planning” and that this time in particular – the fourth quarter of the year – is a particularly good time for this, stating that “planning before the end of the year increases the number of opportunities you have to potentially lower you bill.” The authors outline a number of steps investors can take in the fourth quarter to prepare their returns and potentially reduce their tax liability. To see what these steps are – including why some unemotional stock selling may be in order and the savings opportunity presented by bunching expenses – CLICK HERE.