Tax loss harvesting involves selling out of positions trading at losses while simultaneously buying similar investments to maintain comparable exposure.
Roth conversions, particularly when done on depressed account balances, can pay huge dividends down the road in the form of reduced income-tax burdens.
The SECURE Act, broadly aimed at retirement security, introduces new provisions impacting both individual investors and employers overseeing 401(k) plans.
The causes you support likely fall into two major categories: charitable organizations or political ones. But when are you making tax-deductible donations?