10 Tax Considerations Before the End of the Year

from Joe Knows Retirement · host Joe Schmitz Jr.

If you have a pension and $1M+ saved, 2025 may be one of the last years to take advantage of historically low tax rates. In today's episode, Joe breaks down 10 tax-saving moves you should consider before December 31st, including Roth strategies, capital gains opportunities, RMD planning, and end-of-year deductions. You've worked hard to become a Midwestern Millionaire, now make sure Uncle Sam doesn't take more than he should. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/ 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/year-end-retirement-tax-planning-actions-if-you-have-one-million-dollars-or-more 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

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This episode is 17 minutes long.

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This episode was published on December 4, 2025.

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