Tax Center


Year-End Tax Planning Basics

Here are some things to consider when planning your year-end taxes.

  • Timing income and deductions

  • Tax rates

  • Alternative minimum tax (AMT)

  • IRA and retirement plan contributions

  • Distributions from IRAs and retirement plans

  • Other expiring provisions

Talk to a professional


When it comes to year-end tax planning, there's always a lot to think about. A financial professional can help you evaluate your situation, keep you apprised of any last-minute legislative changes, and determine if any year-end moves make sense for you.