Seven tax season strategies

January 23, 2011 8:09:07 AM PST
It's definitely time to start thinking about taxes. That's why we brought in an expert to help us simplify this big task.

Below are the seven tax season strategies Paul LeBouef with Charles Schwab mentioned during the interview:

1. Open a new IRA
2. Manage College Expenses
3. Verify Eligibility for the Alternative Minimum Tax
4. Confirm Required Minimum Distributions
5. Plan Your Gifts
6. Plan Your Estate
7. Donate from your IRA

Load Comments