Year-End Tax Strategies: Smart Moves Before December 31

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As 2025 winds down, it’s the perfect time to tighten up your tax strategy and make sure you’re not leaving opportunities on the table. In this episode, Tim breaks down the practical steps that can help you manage your income, optimize your accounts, and position yourself well heading into next year. It’s a straightforward, no-fluff conversation designed to help you make intentional moves before December 31.

Here’s some of what we discuss in this episode:

🔄 Roth Conversion Windows: recognizing opportunities while the clock is ticking

📊 Loss & Gain Harvesting: using the market to your tax advantage

🎁 Charitable Giving Moves: smart ways to give and get a tax benefit

💼 Retirement Plan Tune-Up: maximizing contributions and account efficiency

🏢 Business Owner Breaks: deductions and strategies entrepreneurs often miss

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The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital Advisors, LLC DBA Dyer Wealth Management employees making such comment, and should not be regarded as a description of advisory services provided by Dyer Wealth Management or performance returns of any Dyer Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice.

The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed...