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Wise Move 8: Consider taking gains/losses

Posted Sun, December 23, 2012 by Greg Womack
 Consider taking gains / losses – capital gains rate and income tax rates are due to increase, unless congress acts to extend them. It’s always smart to take gains at some point; and with the possibilities of higher capital gains taxes, and a ...    view full article >>
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Wise Move 7: Review portfolio-time and consider rebalancing?

Posted Sat, December 22, 2012 by Greg Womack
 Review portfolio-time and consider rebalancing? Review asset allocation mix. Re-evaluate your risk tolerance and goals. And then consider selling securities that have increased the most, and buying into those that are down--as long as the holdings still ...    view full article >>
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Wise Move 6: Deposit catch-up contributions

Posted Wed, December 19, 2012 by Greg Womack
Deposit catch-up contributions   Catch-up contributions to 401(k)s are also typically due by the end of the calendar year. Workers age 50 and older can contribute up to $22,500 to a 401(k) plan in 2012, $5,500 more than younger workers.    view full article >>
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Wise Move 5: Sell vested restricted stock

Posted Tue, December 18, 2012 by Greg Womack
Sell vested restricted stock "Vested restricted stock" is really just unencumbered "stock" held by the executive. After the 1-year capital gains holding period is satisfied, the gain on the sale of that stock would be taxable at long-term capital gains r...    view full article >>
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Wise Move 4: End of the Year Contributions

Posted Mon, December 3, 2012 by Greg Womack
As the holiday season approaches, with the end of one year and the start of another, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. Charitable giving can be enhanced usi...    view full article >>
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Wise Move 3: Maximize your retirement contributions

Posted Sun, November 18, 2012 by Greg Womack
Maximize contributions into your retirement plan. You have only a few paychecks left to maximize contributions into your employer provided retirement plan, and thereby reducing your taxable income for 2012. Determine how much you can contribute into you...    view full article >>
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Ann Bihm
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Ann is the gateway to Womack Investment Advisers, serving as the initial contact for our investme...

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Edmond, OK 73013
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