Tag Archive | "year end"

6 things you should do before 2010

Tuesday, December 1, 2009

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by CharlesSchwab Manage your investments for potential tax savings It’s smart to think ahead—especially if your investments have fallen behind. If you decide to sell losing assets before year-end, you can use those capital losses to offset taxable capital gains. Review your portfolio Major market swings can cause your investment allocations to shift. By rebalancing, you can restore [...]

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Year end financial check up

Thursday, December 4, 2008

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Year end financial check up

Manage your investments for potential tax savings Review your portfolio, evaluate gains and losses and decide whether to take action. Consider tax-loss harvesting or gifting strategies before December 31 to help offset capital gains and reduce taxes. Give your portfolio a checkup Assess your portfolio and make sure it’s positioned to meet your goals. Maximize retirement plan contributions [...]

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