Key Points
- These tax tips for 2014 address key areas of your financial life: portfolio planning, retirement, education planning and charitable giving.
- It never hurts to consult with a tax professional about your unique tax situation.
- Be aware of changes to cost-basis reporting rules and how they affect different securities you may own.
If you find yourself stressed come tax time, read on. First, take heart that you can act before the end of the year to help minimize the pain of April 15. Then, consider the tax tips below affecting key areas of your financial life—from your portfolio to your retirement and more.
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