The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable. Double Your Savings Perhaps you’d like to use your tax refund to start an education […]
Tag: investment
Tax-Loss Harvesting: Turning Lemons into Lemonade
It’s that time of the year to take a good look at your investment portfolio and evaluate what went right and what went wrong during the past twelve months. If you’re like most investors, you will have both winners and losers. The good news is that, through tax-loss harvesting, you can turn losing positions into […]