Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
I find it very helpful to play around with tax estimates (using a tax calculator) in December. In some cases, it is the last chance to make contributions (such as employee retirement plans) that might impact your tax return. Also some investors employ tax harvesting strategies to capture losses. There are many more considerations. I linked a few articles I found. You may have some to share.
Comments
https://www.dinkytown.net/java/1040-tax-calculator.html
It is no cost and easy to do my what-ifs and see what happens.
Dave