Paul L. Caron

Sunday, November 28, 2010

WSJ: Year-End Tax Moves for Investors

Weekend Wall Street Journal, Smart Year-End Tax Moves for Investors, by Laura Saunders:

Given all the uncertainty, is your annual year-end tax-planning session worth the effort this year? Yes—in fact it is crucial, because it could be your last chance to take advantage of today's low rates.

  • Capital Gains and Losses
  • Dividends
  • Stock Options and Restricted Shares
  • Roth IRA Conversions

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