Year End Taxes & Investments, Auto Insurance Savings, & Variable Annuities
On today’s show we discuss:
1st Segment includes information on what you need to look at with your portfolio at year end.
** Harvesting Tax Losses ** Avoiding Year End Mutual Fund purchases until after you determine whether year end distributions have been made by the fund (could be as high as 10% in some popular funds this year). ** Charitable donation reminder
2nd Segment Six Ways to Save on Auto Insurance by Stephanie AuWerter from SmartMoney Magazine
3rd Segment What’s Wrong with Variable Annuities article publised on the SmartMoney.com website
For more information, visit the show notes at http://www.moneyguy.com/2007/11/year-taxes-investments-auto-insurance-savings-variable-annuities/
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