4th Quarter Countdown: Smart Moves for Retirees in 2025
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4th Quarter Countdown: Smart Moves for Retirees in 2025
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The final months of the year are more than just football and holiday prep; they’re the most important time for financial strategy. As 2025 winds down, Don shares his year-end checklist for retirees and pre-retirees, covering the key moves that can save you money and set you up for success in 2026. From new tax law opportunities to shifting Medicare rules, this is the season to review, adjust, and make every dollar count.
Here’s some of what we discuss in this episode:
💰 Tax Planning: Year-end opportunities under the new tax law
🧮 RMD Rules: Avoiding penalties and double distributions
🩺 Medicare Enrollment: Reviewing plans and prescription changes
❤️ Charitable Giving: Maximizing QCDs for tax-free generosity
🏡 NJ Tax Perks: Property tax breaks and “Stay NJ” benefits
Get in touch with Don and learn more: https://doncashpodcast.com/