{"id":14027,"date":"2026-08-27T09:23:02","date_gmt":"2026-08-27T16:23:02","guid":{"rendered":"https:\/\/canary.kcprod.info/blog\/?p=14027"},"modified":"2026-08-27T09:23:04","modified_gmt":"2026-08-27T16:23:04","slug":"get-ready-for-next-years-taxes-today","status":"publish","type":"post","link":"https:\/\/canary.kcprod.info/blog\/get-ready-for-next-years-taxes-today\/","title":{"rendered":"How to Get Ready for Next Year\u2019s Taxes Today"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">A large tax bill can mean a large amount of anxiety come tax time, but with a little planning and a few smart financial moves, you can leave the worry behind and <em>potentially pay less in taxes<\/em>. Here are five ways you could start saving on next year\u2019s taxes today.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Make a plan for your retirement contributions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Retirement accounts help you live comfortably later in life, but they can also help you sooner. Contributions to a 401(k) or Traditional and Self-Employed Individual Retirement Accounts (IRA) are considered \u2018pre-tax dollars\u2019 and lower your total taxable income for the year\u2014as well as your tax bill if that moves you to a lower tax bracket. The money you invest in these accounts is only taxed at withdrawal in retirement.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can contribute to both an Individual Retirement Account (IRA) and 401(k). In 2026, taxpayers under 50 can contribute up to $7,500 to an IRA and $24,500 to a 401(k) in pre-tax dollars. When you open an <a href=\"https:\/\/www.wealthfront.com\/retirement\">IRA with Wealthfront<\/a>, we make it easy to track your contributions and max them out directly from your Cash Account. If you house your IRA elsewhere, setting up automatic contributions that bring you to the maximum can help you make the most of long-term, tax-deferred growth.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re interested in funding an IRA but you\u2019re not sure if a Traditional IRA, Roth IRA, or Self-Employed IRA is right for you, check out Wealthfront\u2019s <a href=\"https:\/\/www.wealthfront.com\/ira-calculator\">IRA Account Selection Tool<\/a> to learn more about your IRA eligibility.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Consider a Roth conversion<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Roth IRA contributions are made in after-tax dollars and <a href=\"https:\/\/www.wealthfront.com\/blog\/3-benefits-of-iras-and-1-drawback-what-you-need-to-know\/?_thumbnail_id=12611\">offer more liquidity<\/a>\u2014with tax-free growth, and tax-free qualified distributions in retirement. However they also come with income limits that dictate how much of the annual $7,500 contribution you can make (if at all). For 2026, income limits are $168,000 for single filers or $252,000 for married couples filing jointly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you anticipate you\u2019ll end up in a higher tax bracket after retirement, are currently in a low tax bracket, or currently earn more than the income limit, you might want to <a href=\"https:\/\/www.wealthfront.com\/blog\/should-you-consider-a-roth-ira-conversion\/\">convert your traditional IRA to a Roth IRA<\/a>. While you\u2019ll pay taxes on the amount converted, you won\u2019t pay taxes on qualified distributions in retirement.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Converting your traditional IRA to a Roth is designed to be <a href=\"https:\/\/www.wealthfront.com\/blog\/wealthfront-now-offers-easy-roth-conversions\/\">effortless<\/a> and takes just a few minutes.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. Strategize for an IPO or other windfall<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If your company is about to <a href=\"https:\/\/www.wealthfront.com\/blog\/equity-ipo-guide\/\">go public<\/a> it\u2019s a good idea to prepare for a potentially hefty tax bill. You\u2019ll likely want to <a href=\"https:\/\/www.wealthfront.com\/blog\/9-instances-in-which-to-hire-a-tax-accountant\/\">hire a qualified accountant<\/a> to guide you through this process, but here are some tips to get you started.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pay quarterly estimated taxes<\/strong>: If you anticipate owing money on your 2026 taxes because you received (or will receive) income that wasn\u2019t subject to tax withholding, you\u2019ll likely need to pay estimated taxes each quarter to avoid underpayment penalties and interest. Since the exact amount is difficult to predict, the \u201csafe harbor rule\u201d states that if you pay 100%-110% of the previous year\u2019s tax liability (depending on your income) you\u2019ll be shielded from penalties. When it comes to state taxes, rules vary. In California, for example, the safe harbor rule doesn\u2019t apply to people earning over $1 million.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Take advantage of long-term capital gains<\/strong>: When you hold a security for longer than one year (two years from the vest date), you&#8217;ll owe significantly less in taxes than you would with short-term capital gains. Short-term capital gains are usually taxed like regular income whereas <a href=\"https:\/\/www.wealthfront.com\/blog\/equity-ipo-guide\/equity-taxes\/#short-term\">long-term capital gains<\/a> are taxed up to 20%. You\u2019ll likely want your gains to qualify for the latter, which means you\u2019ll need to hold your investments for 366 days after purchasing them.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For ISOs (incentive stock options) you must wait at least one year and one day after exercising an option to sell it \u2013\u2013 and at least two years and one day from when you were granted the option \u2013\u2013&nbsp; to have your profits taxed at the long-term capital gains rate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Consider charitable contributions:<\/strong> A <a href=\"https:\/\/www.mossadams.com\/articles\/2017\/november\/donor-advised-funds-versus-private-foundations\">donor advised fund<\/a> (DAF) is a great way to make charitable contributions and get a tax break at the same time. You can deduct your contribution this year, then spread out your giving over time. If you choose to contribute appreciated stock to your DAF, be sure to use long-term held positions, which will allow you to take a charitable deduction at the current fair market value. Donating short-term positions means your deduction is limited to the lesser of fair market value, or cost basis.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">4. Take advantage of tax-loss harvesting (if you aren\u2019t already)<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Tax-loss harvesting takes advantage of investments in your portfolio that have declined in value and uses them to offset your other taxable gains, thus helping to lower your tax bill. If you start tax-loss harvesting now, you can reduce your tax liability in the years ahead, beginning with your 2026 tax return. Tax-loss harvesting becomes even more valuable the more frequently you add deposits to your account.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wealthfront\u2019s Tax-Loss Harvesting is available for all taxable Investment Accounts and takes advantage of daily market volatility (instead of waiting until the end of the year as a traditional advisor is likely to do). As a result, our service has historically <a href=\"https:\/\/www.wealthfront.com\/blog\/tlh-results-2025\/\">generated estimated after-tax savings<\/a> worth many times our annual advisory fee of 0.25% whether the market closes the year up or down.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What can I do with the losses I harvest?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Harvesting losses can help you offset long-term and short-term capital gains and\/or offset up to $3,000 of ordinary income in a given year. Best of all, any harvested losses left over can be carried forward indefinitely.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Let\u2019s illustrate this with an example. To start, imagine you harvested $4,000 of losses last year and realized $500 of capital gains. We\u2019ll also imagine you have a salary of $150,000 and an assumed tax rate of 24%. Here\u2019s what you could do with those losses:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>The $4,000 loss\u2026<\/th><th>Tax impact<\/th><\/tr><\/thead><tbody><tr><td>1. Offsets capital gains<\/td><td>Saves taxes on $500 of capital gains<\/td><\/tr><tr><td>2. Lowers ordinary income<\/td><td>Reduces ordinary income by $3,000<\/td><\/tr><tr><td>3. Saves taxes on that income<\/td><td>Saves $720 in taxes owed (at 24% bracket)<\/td><\/tr><tr><td>4. Then rolls the remainder over<\/td><td>Carries $500 in harvested losses forward to offset future capital gains and\/or ordinary income<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">5. Minimize your tax burden with direct indexing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Direct indexing takes the benefits of Tax-Loss Harvesting a step further, providing more opportunities to harvest losses (and potentially lower future taxes owed).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Instead of owning a single ETF, direct indexing lets you own the individual stocks within an entire index. That means even on days when the index is up as a whole, you can still harvest losses if individual stocks within the index are down. If you only do tax-loss harvesting at the ETF level, you could miss out on additional potential tax savings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wealthfront has three direct indexing offerings, including our two standalone products: <a href=\"https:\/\/www.wealthfront.com\/sp500-direct\">S&amp;P 500 Direct<\/a> and <a href=\"https:\/\/www.wealthfront.com\/nasdaq100-direct\">Nasdaq-100 Direct<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th> <\/th><th>S&amp;P 500 Direct<\/th><th>Nasdaq-100 Direct<\/th><\/tr><\/thead><tbody><tr><td>Minimum Investment<\/td><td>$5,000<\/td><td>$5,000<\/td><\/tr><tr><td>Annual Advisory Fee<\/td><td>0.09%<\/td><td>0.12%<\/td><\/tr><tr><td>Stock Exclusion<\/td><td>Yes<\/td><td>Yes<\/td><\/tr><tr><td>Fractional Shares<\/td><td>Yes<\/td><td>Yes<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Get ready for next year\u2019s taxes, today<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Unlocking potential tax savings is easy. We\u2019ve shown you how a smart direct indexing strategy, tax-loss harvesting, planning for IPOs or even a Roth conversion can help you owe less in taxes no matter what stage of life you\u2019re in.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A large tax bill can mean a large amount of anxiety come tax time, but with a little planning and a few smart financial moves, you can leave the worry behind and potentially pay less in taxes. Here are five ways you could start saving on next year\u2019s taxes today. 1. Make a plan for [&hellip;]<\/p>\n","protected":false},"author":136,"featured_media":18377,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1278,1705],"tags":[1359,1294],"coauthors":[1117,523],"class_list":["post-14027","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-planning","category-taxes","tag-tax-loss-harvesting","tag-taxes"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How To Get Ready for Next Year\u2019s Taxes Today | Wealthfront<\/title>\n<meta name=\"description\" content=\"Whether you\u2019ve already completed your 2020 tax return or you\u2019re nearly there, now&#039;s a great time to get organized for next year&#039;s taxes.\" \/>\n<meta name=\"robots\" content=\"index, follow, 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He focuses on the tax aspects of estate planning, including gift planning and trust taxation, to help his clients achieve their financial goals and manage their tax liabilities efficiently. His clients include individuals, families, and closely held businesses. Scott can be reached at +1 (408) 558 3274. Professional services are offered through Baker Tilly US, LLP and Baker Tilly Advisory Group, LP. Attest services provided through Baker Tilly US, LLP, a licensed independent CPA firm. Tax and business advisory services provided through Baker Tilly Advisory Group, LP and its subsidiary entities.","url":"https:\/\/canary.kcprod.info/blog\/author\/scottpandtobyj\/"}]}},"_links":{"self":[{"href":"https:\/\/canary.kcprod.info/blog\/wp-json\/wp\/v2\/posts\/14027","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/canary.kcprod.info/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/canary.kcprod.info/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/canary.kcprod.info/blog\/wp-json\/wp\/v2\/users\/136"}],"replies":[{"embeddable":true,"href":"https:\/\/canary.kcprod.info/blog\/wp-json\/wp\/v2\/comments?post=14027"}],"version-history":[{"count":5,"href":"https:\/\/canary.kcprod.info/blog\/wp-json\/wp\/v2\/posts\/14027\/revisions"}],"predecessor-version":[{"id":18382,"href":"https:\/\/canary.kcprod.info/blog\/wp-json\/wp\/v2\/posts\/14027\/revisions\/18382"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/canary.kcprod.info/blog\/wp-json\/wp\/v2\/media\/18377"}],"wp:attachment":[{"href":"https:\/\/canary.kcprod.info/blog\/wp-json\/wp\/v2\/media?parent=14027"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/canary.kcprod.info/blog\/wp-json\/wp\/v2\/categories?post=14027"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/canary.kcprod.info/blog\/wp-json\/wp\/v2\/tags?post=14027"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/canary.kcprod.info/blog\/wp-json\/wp\/v2\/coauthors?post=14027"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}