Episode Details
Back to Episodes#177 - 2025 year-end tax planning tips and items to consider
Published 6 months, 4 weeks ago
Description
Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics:
- contributions to qualified accounts
- Roth conversions
- distributions from qualified accounts
- Required Minimum Distributions ("RMDs")
- charitable donations
- Qualified Charitable Distributions ("QCDs") from IRAs
- gifting
- tax loss and tax gain harvesting
- doing a projected/pro forma 2025 tax return
Links in this episode:
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com