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
For more information, visit the show notes at http://www.moneyguy.com/2007/11/year-taxes-investments-auto-insurance-savings-variable-annuities/