Updated Friday, July 25, 2014 as of 11:04 PM ET
Portfolio - Investment Products
15 Tax Moves for Right Now
Friday, February 1, 2013
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Contributions to a 401(k) or 403(b) plan (which can top out at $17,500 following a 2013 limit increase, and more for those age 50 and older) will reduce a client's adjusted gross income - so "you want to maximize how much [goes] into the 401(k)," Sarenski says. Other items that fall into this category are moving expenses, health savings accounts and expenses listed on Schedule C forms for self-employed clients.

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