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Higgins Capital Management, Inc.

2021 Year-End Tax Tips

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Here are some things to consider as you weigh year-end tax moves:

1. Defer income to next year
2. Accelerate deductions
3. Make charitable contributions
4. Bump up withholding to cover a tax shortfall
5. Maximize retirement savings
6. Take required minimum distributions
7. Weigh year-end investment moves

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Ray Higgins San Diego