BBRG: Year-End Portfolio Tweaks for an Unusual Year : vimars

BBRG: Year-End Portfolio Tweaks for an Unusual Year


 
At this point in the typical year, this column would be filled with all the usual personal financial advice: max out the contributions to your 401(k) and 529 savings plans, add to your health savings account, make year-end charitable donations and make sure to rebalance your investment portfolio.
But 2020 was not a typical year, and the usual financial advice won’t do. So as the year draws to a close, there are several personal finance items to consider due to this unprecedented year:
1. Highly Appreciated Stocks
3. Corona Virus Related Distribution
4. Beware of Home Office Deductions!
 

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