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Tax Tips From Your Financial Planner


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Now is the time to review your finances particularly how taxes during the distribution of retirement will affect your nest egg.  Having the right Financial Planner on your side can literally mean millions in tax savings if things are handled properly and at the right time. In this episode Regional Vice President of Trilogy Financial Services Kevin Leon comes on to set the record straight.  He and Dino discuss:

  • IRA/Roth IRA contributions
  • Who qualifies for IRA deductions
  • Who qualifies for Roth IRA contributions
  • Coverdell ESA.  Who qualifies and who much you can contribute
  • Charitable Contributions made id 2015
  • Realized Capital losses

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