Last-Chance 2025 Moves: 5 Things You Can Still Do Before December 31 скачать в хорошем качестве

Last-Chance 2025 Moves: 5 Things You Can Still Do Before December 31

With Christmas just days away, most people are wrapping gifts — but the smartest retirees are making quiet moves that can save thousands in taxes and set up a stronger 2026. In this episode, Tony Leonardi, CFP® shares 5 high-impact, low-effort actions you can take before the year ends: • Max out 2025 retirement contributions (including backdoor Roth) • Harvest tax losses in taxable accounts • Make charitable gifts (cash, stock, or set up QCDs) • Double-check RMDs and inherited IRA deadlines • Review beneficiary designations (the #1 “oops” every December) Pick one and do it this week — you’ll thank yourself in April. Take the free 2-minute retirement readiness quiz + get Tony’s book instantly: https://LeonardiFamilyWealthcare.com/... Book a complimentary 15-minute review: https://calendly.com/anthony-leonardi... Because there IS a Smarter Way to Retire. Subscribe for weekly retirement strategies that help you keep more of what you’ve earned.