The year 2020 is finally coming to an end, and it is time to start looking forward to 2021. However, it would be wise to look at your investment portfolio before the end of the year for potential taxsaving opportunities. Start by reviewing the various sales you have realized this year on stocks, bonds and other investments.

Keep in mind, this article is for informational purposes only and is not a replacement for real-life advice. Make certain to contact a tax or legal professional before modifying your tax strategy. The ideas presented are not intended to provide specific advice.

Entering the year, many thought 2020 would be a year of vision and purpose. No one knew a global pandemic would shake the foundations of the way we work, learn and play. The tumult of 2020 left an indelible mark for sure.