The Wise Investor Show

On this week’s show, The Wise Investor Group discussed changes afoot that bear mentioning and watching: 1) No more Roth IRA recharacterizations, which mean waiting until the end of the year to make Roth IRA conversions for greater income and deduction visibility. 2) If you're charitable, there are 3 better ways to go about giving to charity than stroking a check. 3) Lumping/Bunching together deductions may look more attractive to more people in the new year. 4) Keep an eye on 529 plan legislation at the state level - see if proper utilization of 529 plans doesn’t have the potential to lessen your state income tax liability. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.