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This page contains a single entry by Associate Editor published on December 9, 2011 5:02 PM.

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Year-End Financial Checklist

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In the holiday season, you are probably more concerned about department-store sales and purchasing gifts for your loved ones.  However, there are many financial opportunities to save on taxes.  These include:  IRA distributions, college savings accounts, and gifts.

 See Kenneth Petersen, "Kenneth Petersen: Year-End Financial Checklist," montereyherald.com (Dec. 08, 2011).

 Posted by Shahzeb Gaziani, Senior Associate Editor, Wealth Strategies Journal.

 

 

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