Uncategorized

Tax & Financial Planning Calendar for Nov. 2017

Month Income Taxes Saving and Investing
November
  • Need to make applicable elections in connection with employer’s flexible spending account
  • Good time to make semi-annual donation of clothing and household items to charitable organizations.  Don’t forget to make a list, including each item’s condition, since only items “good or better” qualify for deduction.
  • Determine whether  to convert your IRAs to a Roth IRA prior to 12/31/17.
  • Order your free credit report from here

 

Leave a Reply