Last Minute Tax Savings Ideas

Wednesday, December 27, 2017

Dear Friends:

Here are 5 last minute 2017 tax planning ideas to do before Friday December 29, 2017.

  • Get ahead on tax obligations

  • Boost charitable donations

  • Grab disappearing deductions

  • Rethink a Roth conversion, and

  • Defer income

For more details, contact Jacquie in our office, 321.249.6687

Or consult the source of these recommendations:

Founded in 1992, Jackson Wealth Management is an independent, fee-only investment advisor. Founder George P. Jackson has been the CEO/CIO of the firm since its inception with the goal of delivering value to his clients and his associates. 

Securities Offered through Triad Advisors, LLC. Member FINRA/SIPC
Advisory services offered through Jackson Wealth Management, LLC. 
Jackson Wealth Management, LLC is an affiliate of Jackson Retirement Planning, Inc.
Jackson Wealth Management, LLC is not affiliated with Triad Advisors, LLC.

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Lake Mary, Florida 32746

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