FPF 166 - Year End 2025 Planning

Don’t let December sneak up on you.Jerry Davidse shares five essential year-end planning moves to review — including tax-law updates, retirement accounts, and charitable strategies — all designed to help you make informed decisions before December 31.Key Takeaways:Tax law swaps can capture taxable losses to offset gains.Review investments in taxable accounts for temporary downturns.Carry forward losses to offset future gains.Fully fund retirement accounts like IRAs and 529s.Evaluate additional avenues to save and improve tax picture.Take required minimum distributions to avoid penalties.Consider converting retirement accounts to Roth IRA for tax-free growth.Establish donor advised funds for charitable giving.Capitalize on large deductions with donor advised funds.Presilium focuses on optimizing clients' financial futures.#financialplanning #tax #retirementaccounts #RothIRA #charitablegiving--------Connect With Jerry: Jerry Davidse, CFP®CEO, Presilium Private WealthEmail: [email protected]: https://www.linkedin.com/in/jerrydavidse/ Meet Jerry: https://www.presiliumpw.com/team_member/jerry-davidse-cfp/#bio--------This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision.Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.