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Tựa Đề: Những điều về tài chính cần xem cho năm 2016 trước khi qua năm mới

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    Default Những điều về tài chính cần xem cho năm 2016 trước khi qua năm mới

    Gần hết năm 2016, sồn sồn, không còn trẻ nhưng còn coi được như Firebird24, thầy ba khongquan2 nên coi qua, xem có ứng dụng (helpful) cho mình được gì không?

    Đây là mẫu của Charles Schwab, các hints của những brokerage khác cũng OK...


    Eight actions to consider before 2017


    Take control of your finances.

    This year-end checklist offers you several suggestions to manage your finances - and may help you save on your taxes. Here are a few actions to consider - just make sure you do them by December 31, 2016.

    1. Take your required minimum distribution (RMD).
    Once you reach age 70½, the IRS requires you to start taking money out of your Traditional, Rollover, SEP, or SIMPLE IRA(s). Use our RMD Calculator to estimate how much you'll need to withdraw.

    2. Consider delaying Social Security benefits.
    You may increase your Social Security benefits if you delay them. For more information, read "When Should You Take Social Security?"

    3. Prepare for new tax-reporting changes.
    Review legislation related to cost basis reporting that could affect your taxes. To find out what you should know before you trade in 2017, visit schwab.com/costbasis.

    4. Consider the potential benefits of converting to a Roth IRA.
    Compared to a Traditional IRA, contributions and earnings in a Roth IRA can grow tax-free, which could be a tax-smart move in the long run. See if converting to a Roth IRA is right for you.1

    5. Turn losses into potential tax savings.
    If you decide to sell losing assets before 2017, you may be able to use those capital losses to offset taxable capital gains. For more details, please read "Reap the Benefits of Tax-Loss Harvesting."

    6. Explore the tax advantages of a 529 account.
    Potential tax benefits await you when you open or contribute to a 529 college savings plan for a child or grandchild before 2017. Consider opening a Schwab 529 Plan now.2

    7. Rebalance your portfolio for the New Year.³
    Market swings cause investment allocations to shift. To keep your portfolio in good health, use the Schwab Portfolio Checkup® tool, or call your Financial Consultant to make sure your investments are still supporting your plan.

    8. Donate to a charitable organization.
    If you make a charitable donation before December 31, you may be able to write it off on your 2016 taxes. Making your donation through a Schwab Charitable™ donor-advised fund account is a simple, tax-smart way to ensure that your donations have the greatest impact while reducing your tax bill.4


    (from Charles Schwab)

  2. Xin cám ơn KiwiTeTua

    saomai (12-08-2016)

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