Year End Financial Tips for 2025

Tax time is NOW, not in March of next year. Once we turn the page to next year, your ability to reduce your taxes and take advantage of some of these strategies will be gone! In our year end planning tips episode, I breakdown 10 strategies for you to consider before we close out 2025.

1) Why you need Tax Projections

2) Retirement Account Planning and Contributions for IRAs and 401(s)

3) ROTH Conversions

4) Flex Spending Accounts

5) Saving Taxes with Health Savings Accounts (HSAs)

6) Avoiding Mutual Fund Distributions / "Phantom" Distributions

7) Tax Loss Harvesting

8) Income Planning

9) Charitable Giving Strategies

10) Portfolio Rebalancing – Avoiding a big drawdown.

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