End of year reminder folks!
Don't forget to review your accounts
Before you decide to SELL ---- make sure you check to see if you're close to collecting a dividend? Do you have profits to take that the sale will offset (for taxes).
Do you have outsized gain(s) that you want to offset losses with? If so -- make sure you check - are they long term gains (one year and one day ownership) or short term etc.
This IS NOT a list of all of the thought process --- it's simply a reminder to look at your accounts -- think about TAXES -- and IF you are going to do some balancing -- there are things to think about!
In other words ---- don't just indiscriminately punch the Buy or Sell button without thinking it thru.
|