Year End Financial Tips for 2025
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Year End Financial Tips for 2025
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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.
Start A Conversion with Capital Stewards: https://www.thecapitalstewards.com/startconversation
Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.