Third Quarter Review-Fall, a Time of Transition
With a shocking aggregation of events: COVID-19, Stimulus, Demand, Inflation, Interest Rates & Taxes
Fall is a time of transition as we move into year-end. Normally, we are looking to evaluate opportunities for tax harvesting, optimizing IRA contributions/conversions and adjustments to retirement plans. This year as we transition, we have several additional, complex events to consider.
Notes: The above article is the author’s sole opinion for information and discussion purposes only. No part of this article is intended to constitute investment, legal or tax advice. The opinions expressed herein are not suitable for all persons. Consult your investment, legal and tax professionals for advice relating to your personal situation. No offer or solicitation is made by this article. Past performance is not indicative of future results.