#177 - 2025 Year-end Tax Planning Tips And Items To Consider Retirement Planning Education, With Andy Panko podcast

#177 - 2025 year-end tax planning tips and items to consider

Retirement Planning Education, with Andy Panko

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published 15d ago

Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics:

contributions to qualified accounts
Roth conversions
distributions from qualified accounts
Required Minimum Distributions ("RMDs")
charitable donations
Qualified Charitable Distributions ("QCDs") from IRAs
gifting
tax loss and tax gain harvesting
doing a projected/pro forma 2025 tax return

Links in this episode:

Tenon Financial monthly e-newsletter - Retirement Planning Insights
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Retirement Planning Education website - www.RetirementPlanningEducation.com

To send Andy questions to be addressed on future Q&A episodes, email [email protected]

182 episodes

#Podcasting Education #Andy Panko #Retirement Planning #Financial Planning #Tax #Tax Planning #Investing #Social Security #IRA #Roth IRAs #401k #Pension #Annuity #Roth Conversions

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#177 - 2025 year-end tax planning tips and items to consider

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