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#177 - 2025 year-end tax planning tips and items to consider
MP3•Episode home
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:
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
181 episodes
MP3•Episode home
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:
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
181 episodes
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