Give Smart: Year-End Tax Strategies - Financial Strategie...

What this episode covers

2025 brought major tax changes...are you ready?In this episode of Financial Strategies, Andrew and Daniel Agemy walk you through the critical tax strategies every retiree and pre-retiree should know before year-end.Topics Covered:- Required Minimum Distributions (RMDs): What age rules apply in 2025?- The power of Qualified Charitable Distributions (QCDs) to give smarter- Roth IRAs vs. Traditional IRAs and how new RMD ages affect you- How to lower your tax burden using donor-advised funds and CRTs- Real-life client examples on charitable giving and income planning- What to do now to prepare for 2026 tax planningWhether you're 70½, 73, or just planning ahead, this episode is packed with insights to help you keep more of what you've earned.🔔 Like, subscribe, and turn on notifications for more retirement education.

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Frequently Asked Questions

How long is this episode of Financial Strategies?

This episode is 49 minutes long.

When was this Financial Strategies episode published?

This episode was published on December 13, 2025.

What is this episode about?

2025 brought major tax changes...are you ready?In this episode of Financial Strategies, Andrew and Daniel Agemy walk you through the critical tax strategies every retiree and pre-retiree should know before year-end.Topics Covered:- Required Minimum...

Can I download this Financial Strategies episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.