Will I have to pay tax on the Sale of my Investment?
This flowchart considers the following:
- Capital gain versus capital loss
- Long-term versus short-term status
- Tax brackets and applicable rates
- Medicare Surtax calculation
What will have the least Tax Impact: Harvesting Capital Gains or Roth Conversions?
It covers key considerations, including:
- Expected need and future goals for the assets
- Current tax brackets and the effect of increasing income (ordinary or capital gains)
- Projected future income and tax rates
- Collateral impact on Social Security, Medicare, wealth transfer goals, etc.
What issues should I consider when Harvesting Capital Losses?
This checklist covers some key issues to consider when you are thinking of implementing a tax-loss harvesting strategy, such as:
- The effect harvesting losses may have on your overall portfolio goals.
- Some common pitfalls and rules to be aware of when harvesting losses.
- The potential tax benefits and consequences that may arise.
- How long-term goals may be affected by tax-loss harvesting.
When completing the interactive checklist, you can select the 
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What should I consider when planning for the Sale, Disposition, or Succession of my Business?
- Identifying an optimal successor to take over the business.
- Considering ways to improve the business appraisal and valuation process.
- Developing an optimal buy-sell agreement that is fair to all parties involved.
- Understanding the impact one’s business has on their tax and estate planning goals.
When completing the interactive checklist, you can select the icon to view more details about each question.