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You can use your tax return to help you with your financial planning.  Look and see how you did over the prior year with saving, investments and retirement account contributions.  Are you doing better than last year? Is your investment income higher or have you shifted ordinary income to capital gains tax rate income which applies to qualified dividends?  Has your mortgage interest gone down or do you need to review what mortgage interest rates are right now?  Maybe it’s time to refinance.  RELATED PODCAST: Financial Planning at Every Stage of Life

For those folks who are in the required minimum distribution phase of IRAs, you might want to hold off taking it until the end of the year if you are charitably inclined.  While the Qualified Charitable Distribution was not extended for 2014, you never know.  In the past, the Congress has brought it back at the last second.  If you wait, you may still be able to take advantage of this as an alternative to traditional charitable giving. RELATED PODCAST: A Way To Give with guest Bernie Story, President and CEO of Lehigh Valley Community Foundation  |  RELATED ARTICLES: Charitable Giving

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Taking Care of Yourself with Proper Retirement Planning

Tax Time!

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