Last-Chance Tax Breaks for 2013


December 18, 2013 – Back to BlogShare

While busy with the holidays, clearing space in your schedule for some final year-end tax planning could help reduce your 2013 tax bill. Here are six last-minute maneuvers to consider:

  1. Take charge of charitable donations
  2. Balance investment holdings
  3. Secure college tax breaks
  4. Take required IRA distributions
  5. Consider a Roth conversion
  6. Make flexible spending account decisions and appointments

The Weaver newsletter article Wrap Up Last-Chance Tax Breaks for 2013 discusses each of these strategies in depth. Take a look and begin planning now because once the clock strikes midnight for 2014, these tax breaks will be gone.