Money Guide With Mary Sterk

As the end of the year approaches, you may want to take stock to see if there are any strategic tax strategies you need to implement by year's end. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey share insights about smart year-end tax planning that you may want to look into - before it's too late! Topics include: Long-Term After-Tax Returns Tax Code Non-Qualified Investment Portfolio Retirement Tax Loss Harvesting Offsetting Losses Short-Term Gains and Losses Long-Term Gains and Losses Mutual Funds ETFs Wash Sale Rule Gifting Tax Bracket Bracket Bumping ROTH IRA Conversions Pre-Payment of Business Expenses Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770 Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact