Prepare to Prepare: 2025 Year-End Tax Planning

Podcast: Money & Taxes from Bb to XYZ · Financial Planning Fort Collins

Opublikowano: 2025-11-27

Listen in as Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, break down the most important year-end tax planning strategies for 2025. We'll explain gift tax limits, upcoming 401(k) catch-up contribution changes, and how the expanded SALT deduction cap could help more taxpayers benefit from itemizing instead of taking the standard deduction. We'll also cover smart opportunities for Roth conversions, tax-loss harvesting, and tax-gain harvesting before December 31, helping listeners minimize taxes now and optimize for the potential to build long-term tax-free growth. Whether you're preparing for retirement, maximizing your deductions, or looking for last-minute tax savings, this episode offers act...