Days
Hrs
Min
Sec
FEHBP Open Season Countdown. Check out our Open Season Resource Center. Open Season is over!
Sponsored By

Tax Planning to Lower your Tax Liabilities

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.