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Year End Taxes & Investments, Auto Insurance Savings, & Variable Annuities

November 12, 2007

Notes are short today because I have a crazy day, but more importantly how about my Bulldogs! I do not mention it on today’s show (recorded the show on Thursday before the win), but I was in Athens for most of the weekend and it was just incredible. Ok on to what you came here for…. Personal Finance Info.

On today’s show we discuss:

1st Segment includes information on what you need to look at with your portfolio at year end.

** Harvesting Tax Losses
** Avoiding Year End Mutual Fund purchases until after you determine whether year end distributions have been made by the fund (could be as high as 10% in some popular funds this year).
** Charitable donation reminder

2nd Segment
Six Ways to Save on Auto Insurance by Stephanie AuWerter from SmartMoney Magazine

3rd Segment
What’s Wrong with Variable Annuities article publised on the SmartMoney.com website

Thanks for listening, and I will try to allocate more time to show notes in next week.

FILED UNDER: Podcasts
TAGGED WITH: annuities, insurance, taxes

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