Kiplinger

Retirees, Year-End Moves to Trim Your Tax Tab

By Rachel Sheedy

Itemizers should also consider donating appreciated stock to charity. This move lets you receive a deduction based on the stock’s current market value and avoid capital-gains taxes on the appreciation, says Eric Bronnenkant, the head of tax at Betterment for Business.

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This article originally published October 22nd, 2018 on Kiplinger.

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