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Investing Blog Roundup: Year-End Tax Activities

Housekeeping note: I’ll be taking next week off to be able to spend more time with family over the holiday. We’ll return to the regular publishing schedule on 1/2/2017. Happy New Year to all of you!

With the end of this year coming up quickly, it’s time to make sure you’ve checked off any last-minute tax activities that you might want to do for 2016. For instance:

  • If you haven’t yet taken your RMD for this year, you don’t want to miss that!
  • Now is a good time to check for tax-loss or tax-gain harvesting opportunities.
  • If you want a Roth conversion to count as income for 2016, you must do it before the end of the year.
  • If you want to contribute to a solo 401(k) for 2016, the plan must be set up before the end of the year.
  • You may want to make an estimated state income tax payment for this year, if you want to be able to count it toward your federal itemized deductions for this year.
  • Most other expenditures that you want to count as a deduction for this year (e.g., charitable contributions, business expenses) must be done before the end of the year.

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