Does your financial professional even look at your tax return? If you are not sure whether you have the right financial professional, please take this quick test.
- Maximized Retirement Plan Contributions?
- Identified Opportunities for Capital Gain Harvesting?
- Identified Opportunities for Capital Loss Harvesting?
- Explored All Roth Conversion & Recharacterization Opportunities?
- Reviewed RMD Timing?
- Considered Charitable Gifts / IRA Charitable Gifts?
- Reviewed Charitable Remainder Trust Opportunities?
- Maximized Annual Exclusion Gifts?
- Reviewed Use of 529 Plans & Coverdell Saving Accounts?
- Discussed Tax Bracket Management?
- Discussed Potential Deduction Timing?