
Tax-Loss Harvesting and Capital Gains: Year-End Moves for Rochester Investors Nobody enjoys looking at an investment that has lost money. But if you hold investments in a taxable account, those losing positions have a use, ...
Required Minimum Distributions: What Rochester Retirees Need to Do Before December 31 For decades, the goal with retirement accounts is to put money in and leave it alone. Then at a certain age the rules flip, ...
Charitable Giving Before December 31: Strategies for Rochester Donors The final weeks of the year are when most charitable giving happens. Appeals arrive in the mail, the season puts generosity on everyone’s mind, and ...
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