End of year To-Do and tax planning

  1. FSA account: use it up
  2. Sell bad stocks.
  3. Convert IRA to Roth IRA
  4. Pay your property tax
  5. Expense or pay all expense
  6. Maximize 401K or 403B
  7. Solo401K investor open account before Dec 31 but maximize due on tax date.
  8. Charitable contribution

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