This Forbes article How to Pay Taxes Like Mitt Romney is a good reference: http://www.forbes.com/sites/financialfinesse/2012/01/25/how-to-pay-taxes-like-mitt-romney/
3) If applicable, don't forget to take the annual required minimum distribution from your IRA by December 31. - If you are 70 and 1/2.
4) Request your annual Social Security benefit statement from ssa.gov. Compare your earnings record against your old tax return info for accuracy. - Yep, Social Security Administration may make mistakes. It also will help to have this document for your updated plan for next year.