Capital Gains/Losses - Now is the time to alert your tax professional
Posted on November 15, 2019
We wanted to be proactive and provide a friendly reminder that this time of year is the perfect time to review your statements for the capital gains/losses section for tax planning purposes. Below are some pointers as you are reviewing your accounts.
Do I have to worry about capital gains/losses for tax purposes?
The rule of thumb here is if you have capital gains/losses in a retirement account, you do not need to worry about them; however, if you have capital gains/losses in a non-retirement account, then you need to pay...