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1. Sell the loser shares to offset you capital gains.
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2. Double-check your main paycheck for tax withholding.
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3. Maximize the contribution of your retirement account to your life.
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4. Consider postponing bonuses and payments until December 31.
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5. Reconcile all medical expenses within one year.
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6. Check your fixed minimum distributions from retirement accounts.
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7. Plan a proper strategy for your business expenses.
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Next steps