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#177 - 2025 year-end tax planning tips and items to consider

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Manage episode 517947684 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics:

  • contributions to qualified accounts
  • Roth conversions
  • distributions from qualified accounts
  • Required Minimum Distributions ("RMDs")
  • charitable donations
  • Qualified Charitable Distributions ("QCDs") from IRAs
  • gifting
  • tax loss and tax gain harvesting
  • doing a projected/pro forma 2025 tax return

Links in this episode:

To send Andy questions to be addressed on future Q&A episodes, email [email protected]

  continue reading

181 episodes

Artwork
iconShare
 
Manage episode 517947684 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics:

  • contributions to qualified accounts
  • Roth conversions
  • distributions from qualified accounts
  • Required Minimum Distributions ("RMDs")
  • charitable donations
  • Qualified Charitable Distributions ("QCDs") from IRAs
  • gifting
  • tax loss and tax gain harvesting
  • doing a projected/pro forma 2025 tax return

Links in this episode:

To send Andy questions to be addressed on future Q&A episodes, email [email protected]

  continue reading

181 episodes

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