Retire Secure!

Episode 86 - Year-End Tax Planning with Sandy Botkin, CPA, JD - TOPICS COVERED: Introduction of Guest – Sandy Botkin, CPA, JD Plan on Substantial Tax Increases Understanding Medicare Surtax Possible Spike in Dividend Rates Take Advantage of Capital Gain Harvesting in 2012 Investment Planning Tip: Diversify Your Portfolio Roth IRA Conversion Before Tax Rates Increase Importance of Income Tax Planning Possible Change in Estate Exemption Understanding Gift Tax