SALT, Seniors & the Big Year-End Bake-Off: Mixing Tax Law, Charity & Roth Conversions Before 2025 Closes cover art

SALT, Seniors & the Big Year-End Bake-Off: Mixing Tax Law, Charity & Roth Conversions Before 2025 Closes

SALT, Seniors & the Big Year-End Bake-Off: Mixing Tax Law, Charity & Roth Conversions Before 2025 Closes

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In this episode, Don and Marc huddle up for a fourth-quarter financial game plan to help you finish the year strong. With 2025 winding down, Don breaks down the key tax moves every retiree and pre-retiree should know before December 31st- including the expanded SALT deduction, the new Bonus Senior Deduction, and strategies for charitable giving and Roth conversions.

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

🏈 Finishing the year strong with smart tax planning

💰 SALT deduction jumps to $40K for many households

🎁 Bonus Senior Deduction for retirees 65+

🙌 Bunching vs. QCDs for charitable giving

🔁 Roth conversions before rates rise again

🗓️ Year-end checklist to act before Dec. 31

Get in touch with Don and learn more: https://doncashpodcast.com/
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