EPISODE · May 9, 2025 · 11 MIN

5 Tax Tips for 2025

from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi

Save thousands for your 2025 retirement with Tony Leonardi, a CERTIFIEDFINANCIAL PLANNER® professional, in this A Smarter Way to Retireepisode. Discover 5 tax-smart moves—Roth conversions, timing withdrawals, QCDs,bunching deductions, and low-tax states—plus a 2026 rate hike alert. HearTony’s client stories and a fun $18,000 gifting tip! Based on ASmarter Way to Retire and MoneyGuidePro. Sign up for our free 2025Retirement Reset Checklist athttps://www.leonardifamilywealthcare.com/2025-retirement-reset-checklist andwatch our Taxes in Retirement Webinarat https://www.leonardifamilywealthcare.com/webinars. Also on Spotify:https://open.spotify.com/show/643N9lbuQYiXXc188Rb1z8. Subscribe for more!Disclosures at https://www.leonardifamilywealthcare.com. #RetirementPlanning#TaxStrategies

Episode metadata supplied by the publisher feed · Published May 9, 2025

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5 Tax Tips for 2025

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This episode was published on May 9, 2025.

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