ACap ReCap: Financial and Tax Tips

11 Year-End Tax Tips for 2022


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This episode gives you 11 year-end tax tips you can implement now for 2022.

Tips:

1. Maximize 401k contributions.
2. Harvest losses.
3. Gift $16,000 to lower your taxable estate.
4. Roth IRA conversion.
5. Defer income.
6. Paying for medical or college bills.
7. Qualified Charitable Distribution.
8. Charitable donations.
9. Donate appreciated stock.
10. Create a Donor Advised Fund (DAF)
11. Spend your Flexible Spending Account (FSA).


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ACap ReCap: Financial and Tax TipsBy Ara Oghoorian

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