Maximizing Your 2025 Strategy: End-of-Year Retirement Planning Workshop скачать в хорошем качестве

Maximizing Your 2025 Strategy: End-of-Year Retirement Planning Workshop

End-of-Year Financial Planning Workshop: Maximizing Your 2025 Strategy Welcome to our comprehensive financial planning workshop for 2025, hosted by Jason Hamilton, a Certified Financial Planner® professional and founder of Keep It Simple Financial Planning. In this session, we delve into crucial year-end tax planning strategies, including key changes introduced by the 'One Big Beautiful Bill' act, tax planning before December 31st, considerations for Roth conversions, and various investment strategies. We'll also discuss the effects of recent legislative changes on retirement accounts, social security, and Medicare, and provide specific action items to optimize your financial plan. This detailed guide is intended to help you make informed decisions for better financial health and to ensure you don't miss out on vital opportunities as the year concludes. 00:00 Welcome and Introduction 00:26 Workshop Materials and Preparation 01:04 About the Presenter 02:48 Overview of Today's Topics 03:24 Tax Planning Strategies 05:07 Understanding Tax Brackets 10:33 Social Security and Provisional Income 14:31 Key Changes in Tax Laws 16:50 Senior Standard Deduction 18:26 Deductions: Tips, Overtime, and Car Loan Interest 22:00 State and Local Tax Updates 23:05 Estate and Gift Tax Exemptions 24:23 Timing Your Income in Retirement 30:30 Managing Investment Taxes 31:52 Maximizing Savings Rates 34:21 Roth Conversions: Strategies and Benefits 40:41 Market Timing Conversion Strategies 41:25 Trigger-Based Approaches for Roth Conversions 43:09 Irma Optimized Conversions 46:24 Roth Conversion Case Studies 50:26 Required Minimum Distributions (RMDs) 53:30 Charitable Giving Strategies 55:40 Health Savings Accounts (HSAs) and Flexible Savings Accounts (FSAs) 57:43 Managing Medicare Premiums and Social Security 01:00:10 New Trump Account for Kids 01:03:24 Year-End Tax Planning Checklist 01:04:49 Q&A Session To request a complimentary consultation, email [email protected] or visit our website at keepitsimplefinancial.com #RetirementPlanning #TaxPlanning2025 #SocialSecurity #RothConversion #FinancialFreedom #Retirement #JasonHamilton #wealthmanagement