All Things Financial Planning Blog

3 thoughts on “2011 Year End Tax Moves

  1. Pingback: How To Cut State Death Taxes — Without Moving – Hani Sarji – Estate of Confusion – Forbes | Dallas Estate Attorney

  2. You wrote: “If you are age 70 ½ or older, own an IRA and are thinking of making a charitable gift, consider arranging for the gift to be made directly by the IRA trustee to the charity. Such a transfer, if made before year-end, can achieve more valuable tax savings.”
    I always give a large gift to charities and this year am taking my first RMD, but don’t know how (and “All Things Financial Planning” doesn’t say how) to “achieve more valuable tax savings.”
    Where can I find out?

  3. That is a great tip particularly to those new to the blogosphere.

    Simple but very accurate info… Thanks for sharing this one.
    A must read post!

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