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Frequently Asked Questions
The information below are answers to frequently asked questions from clients over time.  In addition, some of my clients are Financial Planners and discussions I've had with them are added to this site.
Year End Planning for taxes: What are some of the top things to look for to help lower your taxes by year end?
  • Evaluate your stock portfolio. The government allows up to a $3,000 capital loss per year. Anything over that amount will be carry forward to the following years.
  • Charity. If you itemize your deductions on your tax return giving to charity will lower your tax bill roughly 25 cents on the dollar.
  • Retirement Plans. Look to see if you are eligible for a retirement plan, either through your job or through an IRA.
  • Contributions to either will help reduce your taxable income. A Roth IRA will not help with current tax savings but is tax free upon distribution.

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