Week 42 Day 7: Your Tax Optimization Checklist: Annual Actions

Tax optimization is not a one-time event. It is an annual practice: harvest losses in down markets, fill Roth conversion brackets, choose the right withdrawal order, locate assets correctly, and use s...

Tax optimization is not a one-time event. It is an annual practice: harvest losses in down markets, fill Roth conversion brackets, choose the right withdrawal order, locate assets correctly, and use specific identification for share sales. Ten minutes of annual tax planning can save thousands.