2. What’s Next for Your Personal Financial Plan?

Identify saving and investing decisions that would minimize future income taxes.

Develop a plan for actions to take related to your current and future tax situation.

Tax Planning Activities Purpose: To consider actions that can prevent tax penalties and may result in tax savings.
Financial Planning Activities: Consider which of the following actions are appropriate to your tax situation. This sheet is also available in an Excel spreadsheet format in Connect Finance.
Suggested Websites: www.turbotax.com, taxes.about.com

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Filing status/withholding Change filing status or exemptions due to changes in life situation. Change amount of withholding due to Action to Completed be taken (if applicable)