Year-end tax tips

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by azfamily.com

GMAZ interview by Scott Pasmore

Posted on December 18, 2013 at 11:56 AM

PHOENIX -- As 2013 draw to a close, many people are focused on celebrating the holidays, but now is also the time to think about your taxes.

There are some things you can do in the next couple of weeks to reduce your tax bill for 2013.

Brian Robinson of BDA Wealth sat down with 3TV's Scott Pasmore to share some ideas.

  • Take advantage of gains or losses in portfolio by selling positions
  • Open/fund an IRA
  • Adjust 401k deferral to max contribution for the year
  • Weigh the cost benefits of a ROTH conversion
  • Gifting up to limits for family/kids

The BDA Wealth Group
5050 N. 40th St., Suite 205
Phoenix, AZ 85018
480-999-3033
www.bdawealth.com

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