Monthly Archives: November 2014

What Are Your 5 Tax Don’ts Before Year End?

It94eec-ipaysomuchintaxes‘s time to think about what you can do to lower your taxes for 2014. here are five main bullets to consider before year end:

  1. Don’t forget to maximize your retirement plan savings
  2. Don’t forget to review your realized and unrealized capital gains and losses
  3. Don’t forget to make charitable deductions before year end
  4. Don’t forget to consider a Roth IRA conversion
  5. Don’t forget to visit your trusted financial advisor and bring your tax return

Click here for a more detailed discussion of these tips.