Give Smart: Year-End Tax Strategies

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.