There’s still time to capture some tax deductions this year. In this episode of “Money Guide with Mary Sterk,” Mary & Sterk Financial Advisor Julie Chadwick share some tips and strategies surrounding end-of-year tax planning. Topics include:
Post-Tax Funnel
Pre-Tax Funnel
Preferential Tax Treatment
Brokerage Account
Direct Mutual Fund Account
Capital Gains Tax
Tax-Sensitive Asset Allocation
ROTH Conversion
IRA
Itemizing
Standard Deduction
Charitable Contributions
Donor-Advised Funds
Catch-Up Contribution
401(k)
Gifts
State Tax Deductions
529 Plan
Beneficiaries

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