Tax Planning to Lower your Tax Liabilities
Wednesday - 11/2/2011, 12:00am EDT
For Your Benefit
November 7, 2011 - Host Bob Leins is joined by Ed Zurndorfer, CFP.
They will look at some moves available to you that need to occur before December 31:
- Maximize your TSP contributions
- Recharacterize your Roth IRA conversion
- Use non-retirement portfolio capital losses to offset
- any capital gains in the portfolio
- Energy credits available for home improvements
- Charitable donations
- Look at ways to maximize the benefit from itemized deductions
Email us or call the show live at 202-465-3080 to have your questions answered by the experts.
