Video: Tax-Saving Strategies to Implement; Tax Laws to Keep an Eye On

Monday, April 30, 2012

By Jeffery Levine, IRA Technical Expert
Follow Me on Twitter: @IRAGuru4EdSlott

Tax-saving strategies should be on the tip of every financial advisor’s tongue throughout 2012. In this video roundtable, we discuss life insurance, annuities (more specifically QLACs), Roth IRA conversions as well as higher taxes (namely the 2013 health care surtax) coming in 2013.  Share this video with your clients, your friends and your family so they know what tax-saving strategies to implement and what tax laws to keep an eye on this year.


 

 

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