Neighbor News
Thankful for your gains? Take some losses.
As tax time approaches, seek ways to lower your tax bill on realized gains from portfolio holdings.
https://lifeasplanned.wordpress.com/2015/11/24/net-losses-with-gains-to-... As December nears to a close, take a moment to take stock and to recalibrate. If you are repositioning holdings for new opportunities, net gains and losses to reduce your tax bills. Need to know more? Call me for a courtesy discussion. Kathleen Nemetz, MBA, CFP, CDFA Certified Financial Planner Registered Investments Advisor
