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End Of Year Tax Ideas

  1. Tax-harvesting on non-qualified accounts (taxable) to help ease your tax burden.
  2. Donating to your favorite charitable organization, which could have tax benefits as well as helping those less fortunate.
  3. End of year income and expense planning.
  4. Use remaining funds in FSA accounts.
  5. Fully funding tax-deferred accounts like 401ks, IRAs, and 529 plans.
  6. Adjusting your contribution limits in the new year factoring in the recently released 2014 contribution limits for retirement plans (including 401k plans) by the IRS. Click Here for a chart of the new limits.



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