Year End Activities

We're closing in on the end of the tax year, if your accounting year follows the IRS's that is.

That means it's time to make those last donations (before end of calender year), think about your IRA and Roth IRA (due by April 15), and make any stock or other security sales you want to count for this tax year.

It's time to go over your portfolio, and check your holdings, see what you have too much of and what you'd like more of.