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12 Tax Moves to Consider Before Year-End

  1. Look into a Roth IRA conversion

  2. Increase your 401(k) contributions if you can

  3. Make employer contributions to a Simple IRA

  4. Establish and fund a SEP IRA plan

  5. Make an IRA contribution

  6. Check your paycheck withholdings

  7. “Harvest” your investment losses to offset your gains

  8. Spend any leftover funds in your flexible spending account (FSA)

  9. Take your Required Minimum Distribution (RMD)

  10. Do a Qualified Charitable Distribution (QCD)

  11. Split inherited IRAs into separate accounts

  12. Update beneficiary forms

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