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

EPISODE · Nov 12, 2007 · 48 MIN

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

from Money Guy Show · host Brian Preston and Bo Hanson

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   For more information, visit the show notes at http://www.moneyguy.com/2007/11/year-taxes-investments-auto-insurance-savings-variable-annuities/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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