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You are here: Home / Blog / Thinking and Thanking – “Susan On Money” for Week of Thanksgiving 2014

Thinking and Thanking – “Susan On Money” for Week of Thanksgiving 2014

November 23 By Linkous Group

Hi Everyone,

I wish you all a wonderful Thanksgiving and give much thanks to you for your patronage, support and referrals throughout 2014. I appreciate all you do.

There are a few things to think about though as the holidays approach and the end of 2014 nears.

Here you go,

Susan

As 2014 Ends. . .

There are a few things we should do before 12/31/2014:

1) If you own an IRA and are over 70 and 1/2 years young, we need to make certain that you have taken your required minimum distribution.

2) It’s a good time to review taxable gains and distributions and project your likely taxable investment income. Will it be higher or lower than projected? What will tax consequences be?

3) Retirees drawing income from portfolio should schedule a time to discuss 2015 needs, asset allocation and whether or not estimated tax payments should be made.

4) Harvesting losses and gains can be a good tax strategy. We should work with your tax advisor to ascertain benefits to you.

5) Charitable giving strategies may benefit those with a desire to support a favorite organization while maintaining some control over investment during lifetime. We’re here to work with you on this should you choose.

Here is a short list of some of the charities The Linkous Group, Ltd. and Susan Linkous were honored to be able to support in 2014 thanks to you:

Giving

PBS/KAET Channel 8

KJZZ

Arizona Humane Society

Basis School of Scottsdale

World Wildlife Fund

Goodwill of Arizona

UMOM

Boys & Girls Clubs

Local Food Banks

Until Next Week

Please contact Susan for assistance with any year-end financial issues you desire help with.

We don’t offer specific tax advice but will work with your tax advisor.

Investment advice is offered through

The Linkous Group, Ltd.

A Registered Investment Advisor

Securities offered through LPL Financial

Member FINRA and SIPC

A separate entity from The Linkous Group, Ltd.

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    The Linkous Group, Ltd. is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where The Linkous Group, Ltd. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by The Linkous Group, Ltd. unless a client service agreement is in place.

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