Month Income Taxes Saving and Investing
NOVEMBER
  • Need to make applicable elections in connection with employer’s flexible spending account
  • Good time to make semi-annual donation of clothing and household items to charitable organizations.¬† Don’t forget to make a list, including each item’s condition, since only items “good or better” qualify for deduction.
  • Contact an MDTAXES CPA to discuss any year end tax planning questions or strategies
  • Determine whether¬† to convert your IRAs to a Roth IRA prior to 12/31/19.
  • Order your free credit report from here