_end-of-the-year-tax-planning-part-four-of-five.jpg "End of the Year Tax Planning – Part Four of Five from income tax free pan Video Screenshot Preview")
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⏲ Duration: 16 min 12 sec
✓ Published: 22-Dec-2011
✓ Published: 22-Dec-2011
Description:
Steve’s special guest, Ken Davis, CLU, ChFC, CFP, CPA. Ken Davis is the former president of the Phoenix Chapter of the Society of CPAs and has taught continuing education for the Arizona Society of CPAs on life insurance and annuities.nnYour qualified retirement plan needs to be in place before year end to get a deduction for this year. However, you can fund it before the filing due date, including extensions, the next year. The plan administration companies that set this stuff up are slammed
Steve’s special guest, Ken Davis, CLU, ChFC, CFP, CPA. Ken Davis is the former president of the Phoenix Chapter of the Society of CPAs and has taught continuing education for the Arizona Society of CPAs on life insurance and annuities.nnYour qualified retirement plan needs to be in place before year end to get a deduction for this year. However, you can fund it before the filing due date, including extensions, the next year. The plan administration companies that set this stuff up are slammed
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