BBRG: Year-End Portfolio Tweaks for an Unusual Year

Year-End Portfolio Tweaks for an Unusual Year
What not to do with your investments and taxes is just as important as what to do.
Bloomberg, December 21, 2020

 

 

 

At this point in the typical year, this column would be filled with all the usual personal financial advice: max out the contributions to your 401(k) and 529 savings plans, add to your health savings account, make year-end charitable donations and make sure to rebalance your investment portfolio.

But 2020 was not a typical year, and the usual financial advice won’t do. So as the year draws to a close, there are several personal finance items to consider due to this unprecedented year:

1. Highly Appreciated Stocks

2. Donor Advised Fund Contribution

3. Corona Virus Related Distribution

4. Beware of Home Office Deductions!

 

Details  here

 

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I originally published this at Bloomberg, December 21, 2020. All of my Bloomberg columns can be found here and here

 

 

Photo by Karolina Grabowska from Pexels

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