Maximizing Year-End Tax Opportunities with Kelly Phillips Erb
Forbes senior writer Kelly Phillips Erb discusses key end-of-year tax tips, including strategies for retirement accounts, on ‘Forbes Talks’.
About this video
Kelly Phillips Erb, a Forbes senior writer, joins ‘Forbes Talks’ to discuss end of year tax tips.
0:00 Introduction
0:16 Kelly On Retirement Accounts- How Much Should You Invest?
2:20 Charitable Contributions- Rollovers, Donations Etc.
7:08 How Do Stock Gains Apply To Taxes?
8:36 Reducing Interest Rates- Is It Possible?
12:56 Are EV's A Better Investment Than Regular Vehicles?
16:44 How To Accurately Assess Your Financial Situation
19:44 Approaching Tax Deadlines
0:00 Introduction
0:16 Kelly On Retirement Accounts- How Much Should You Invest?
2:20 Charitable Contributions- Rollovers, Donations Etc.
7:08 How Do Stock Gains Apply To Taxes?
8:36 Reducing Interest Rates- Is It Possible?
12:56 Are EV's A Better Investment Than Regular Vehicles?
16:44 How To Accurately Assess Your Financial Situation
19:44 Approaching Tax Deadlines
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Views
11.5K
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Duration
22:05
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Published
Dec 26, 2023
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