2021 tax planning tables - Wells Fargo Advisors

• Sell stock or listed options to realize a gain or loss • Take 2021 RMDs from traditional IRAs and most qualified plans if you reached age 72 before 2021 • Complete a Roth IRA conversion • Complete a 529 plan contribution • Sell shares acquired through the 2021 exercise of incentive stock options (ISOs) in disqualifying

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