Thanksgiving is just a week away, yet that doesn’t mean your finances should be on auto pilot for the remainder of the year. You still have time to plan wisely and take action that may benefit your tax bottom-line. Here are a few ideas for moves that may prove worthwhile taking before year end.
This is the time of year when many mutual funds and exchange traded funds are busy tallying up investment earnings for the year, in advance of making any needed distributions prior to the fund’s fiscal year end. The fiscal year end falls in November or December for many of these funds.