2025-12-06 Year-End Tax Power Moves: Don’t Leave Money on the Table cover art

2025-12-06 Year-End Tax Power Moves: Don’t Leave Money on the Table

2025-12-06 Year-End Tax Power Moves: Don’t Leave Money on the Table

Listen for free

View show details

About this listen

 In this edition of Keep What’s Yours, Josh Gilbert and senior tax strategist Jeff Zufall break down the critical moves listeners should make before December 31 to reduce their tax burden and strengthen their retirement outlook. Jeff explains how strategic planning—whether it’s maxing out your 401(k), evaluating Roth conversions, navigating RMDs, or preparing for Medicare’s income-related surprises—can save thousands over time. With clear examples, real client stories, and practical guidance for every stage of life, this episode shows why proper tax planning isn’t just smart, it’s essential if you want to keep more of what you’ve earned. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.