The Year-End Playbook: 5 Moves to Lock In a Tax-Smart 2025
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The Year-End Playbook: 5 Moves to Lock In a Tax-Smart 2025
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In this year-end episode of Navigating Abundant Retirement, Carol Dewey breaks down five essential financial moves to make before December 31st. These simple but strategic actions can help you reduce taxes, improve income planning, and set up a stronger financial foundation for 2026.
🔑 Short Key Takeaways1. Confirm Your RMDs & Use QCDsAvoid the 25% penalty and use charitable giving to reduce taxable income.
2. Make Strategic Roth ConversionsConvert just enough to stay in your current tax bracket while rates are still low.
3. Harvest Losses (and Gains)Use losses to offset gains — or lock in gains at favorable rates.
4. Use Charitable BunchingCombine multiple years of giving to maximize deductions; consider a Donor-Advised Fund.
5. Review Withholding & Estimated TaxesPrevent penalties and ensure your withholding reflects this year’s income changes.
Bonus: Update Estate & Legal DocumentsMake sure beneficiaries, POAs, and trust documents reflect your current wishes.
🧭 Final ThoughtsThese year-end moves help you keep more of what you earn, increase tax efficiency, and align your financial decisions with long-term goals. Schedule a 21-Point Wealth Assessment if you want personalized guidance.
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💬 Website: www.perpetualwealthfinancial.com
💬 LinkedIn: Carol Dewey
🎧 Listen & Subscribe: Available on Apple Podcasts, Spotify, and YouTube.