As the year wraps up, it’s time to make smart moves that can lower your tax bill and set you up for a stronger 2025. Don breaks down key year-end planning strategies- covering deductions, charitable giving, and state-specific opportunities- that could help you keep more of what you’ve earned. Don’t miss these insights that might save you thousands before December 31!

Here’s some of what we discuss in this episode:

💼 New Deductions: key year-end tax updates and changes for 2025

📊 Above & Below the Line: understanding how different deductions impact your AGI

💰 End of Year Strategies: planning strategies for high earners under age 65

❤️ Giving Back: smart charitable and estate planning opportunities

🏛️ State Savings: unique New Jersey deductions and credits retirees should know

📅 Year-End Tips: what to do before December 31 to maximize savings

Get in touch with Don and learn more: https://doncashpodcast.com/

In this episode, Don and Marc huddle up for a fourth-quarter financial game plan to help you finish the year strong. With 2025 winding down, Don breaks down the key tax moves every retiree and pre-retiree should know before December 31st- including the expanded SALT deduction, the new Bonus Senior Deduction, and strategies for charitable giving and Roth conversions.

Here’s some of what we discuss in this episode:

🏈 Finishing the year strong with smart tax planning

💰 SALT deduction jumps to $40K for many households

🎁 Bonus Senior Deduction for retirees 65+

🙌 Bunching vs. QCDs for charitable giving

🔁 Roth conversions before rates rise again

🗓️ Year-end checklist to act before Dec. 31

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Get in touch with Don and learn more: https://doncashpodcast.com/

The final months of the year are more than just football and holiday prep; they’re the most important time for financial strategy. As 2025 winds down, Don shares his year-end checklist for retirees and pre-retirees, covering the key moves that can save you money and set you up for success in 2026. From new tax law opportunities to shifting Medicare rules, this is the season to review, adjust, and make every dollar count.

Here’s some of what we discuss in this episode:

💰 Tax Planning: Year-end opportunities under the new tax law

🧮 RMD Rules: Avoiding penalties and double distributions

🩺 Medicare Enrollment: Reviewing plans and prescription changes

❤️ Charitable Giving: Maximizing QCDs for tax-free generosity

🏡 NJ Tax Perks: Property tax breaks and “Stay NJ” benefits

Get in touch with Don and learn more: https://doncashpodcast.com/