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Year End Tax Planning Strategies

Greg Giardino CFP®, CPWA®, and Alison Hall CFP® discuss tax-smart planning strategies before 2024 comes to a close. Learn about the new IRS 2025 Retirement Contribution Limits, how to optimize your charitable giving, and how to get your money into a Roth IRA for long term tax savings. 0:00 Year End Tax Planning Strategies 0:16 2025 Retirement Plan Contribution Limits 1:36 Charitable Giving (Donating Appreciated Assets) 3:18 Roth IRA Contribution Limits _________________________________________________ #taxplanning #retirementplanning #charitablegiving IRS 2025 Retirement Contribution Limits https://www.irs.gov/newsroom/401k-lim... IRS Charitable Contribution Limits https://www.irs.gov/pub/irs-pdf/p526.pdf The information presented in this video is for general purposes only and is not intended to be taken as specific advice. Please consult with the appropriate legal, tax, or financial advisor for specific advice. Contact Us to Learn More: Greg Giardino - [email protected] Alison Hall - [email protected] Steve Craffen - [email protected] Laura Mattia - [email protected]