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A Last Minute Feel-Good Way to Reduce Your 2017 Taxes - 140
Episode 140

A Last Minute Feel-Good Way to Reduce Your 2017 Taxes - 140

Your Money, Your Wealth · Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

November 13, 201755m 17s

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Show Notes

Elaine Martyn from Fidelity Charitable explains how donor advised funds can help others and reduce your 2017 taxes. Retirement jitters, a retirement crisis, and 7 ways to teach your kids the value of saving for retirement to help them avoid both the jitters and the crisis. Plus, is there any way to undo rolling a 401(k) into a 403(b) annuity? And can Joe explain why a 60/40 mix of stocks and bonds isn't necessarily the best way to go - without snapping?