Smart Year-End Planning Moves You Can Still Make in 2025
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Smart Year-End Planning Moves You Can Still Make in 2025
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About this listen
As the calendar races toward December 31, Don breaks down the year-end financial moves that can save retirees thousands- both now and for years to come. In this episode, he explains why December, not April, is the true “strategy season” for tax planning and highlights the opportunities that disappear once the ball drops on New Year’s Eve. From using Qualified Charitable Distributions to reduce taxable income, to unlocking the little-known 0% capital gains bracket, to timing Roth conversions within favorable tax ranges, Don shows how proactive planning creates powerful long-term benefits.
Here’s some of what we discuss in this episode:
🔄 Tax Deadlines: Why December 31 is the real planning cutoff 🎁 QCD Advantage: Donate smarter, reduce income, avoid IRMAA 📈 0% Capital Gains Bracket: Sell appreciated assets with no federal tax 🔵 Roth Conversion Sweet Spot: Staying within the 24% bracket 💡 Medicare Fixes: How to appeal unexpected IRMAA surcharges 📋 Year-End Checklist: RMDs, deductions, gifting, beneficiaries
Get in touch with Don and learn more: https://doncashpodcast.com/