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.