Episode 301: End of Year Tax Planning - with Jeff and Nikki Foley

The final weeks of the year are the most crucial window for implementing tax-saving strategies that can significantly impact your 2025 return and beyond. This episode delivers an actionable checklist of must-do items, from maximizing retirement contributions to executing effective tax-loss harvesting in your investment portfolio. We'll walk you through the key deadlines and decisions—including Roth conversions and charitable giving—to ensure you don't miss an opportunity to keep more of your hard-earned money.