8 Smart Tax Moves to Make Before 2025 Ends

The calendar is winding down, and while most people are focused on the holidays coming up, the smart ones know this is also crunch time for tax planning. Once December 31st hits, many of your opportunities to save on taxes disappear, so now is the moment to act.

In today's episode, I'm walking you through eight smart, year-end strategies that can help lower your tax bill and keep more of your hard-earned money where it belongs - with you.

Here's what we'll dig into:

- How to make the most of retirement account contributions before the deadline
- When it makes sense to do a Roth IRA conversion before year-end
- Smart decisions around Required Minimum Distributions
- Ways to give strategically and reduce your tax burden through charitable giving
- Why deferring income could drop you into a lower tax bracket
- The benefits of accelerating deductions before year-end
- Harnessing the triple-tax advantages of Health Savings Accounts
- And thoughtful gifting strategies that can help you and your loved ones

If you want to finish 2025 stronger (and smarter) financially, this episode is for you. Listen in.

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