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Posts Tagged "IRA Contributions"

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2016 Year End Planning Checklist

2016 Year End Planning Checklist

Thanksgiving is gone and Christmas is not far down the road. Here are a few tax specific items we recommend you revisit as 2016 draws near its conclusion. Capital Gains – If you have any large capital gains, now may be an excellent time to take offsetting losses to neutralize…

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2015 Year End Planning Checklist

2015 Year End Planning Checklist       Thanksgiving is here and Christmas is not far down the road. Here are a few tax specific items we recommend you revisit as 2015 draws near its conclusion. Capital gains – If you have a legacy stock you have owned for a…

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