Jill on Money: More year-end financial planning tips
By Jill Schlesinger
Tribune Content Agency
Last week, I outlined some financial planning tips that varied somewhat from year-end advice in past years, due to changes that likely in the tax code going forward. They included things like accelerating and bunching itemized deductions, using highly appreciated securities for charitable contributions, paying state and local taxes as soon as possible but holding off prepaying mortgages, and selling winners in taxable accounts.