Last-Chance 2025 Moves: 5 Things to Do Before December 31

We’re one week from Christmas and two weeks from New Year’s— the perfect time for a few quiet financial wins. Tony Leonardi, CFP® shares 5 last-chance 2025 moves you canstill make before the calendar flips:   1. Max out retirement contributions (401(k), IRA, backdoorRoth)  2. Harvest tax losses in taxable accounts  3. Make charitable gifts (and set up QCDs for 2026)  4. Double-check RMDs and inherited IRA deadlines  5. Review beneficiary designations   These quick actions can save thousands in taxes and give youa stronger start to 2026. Take the free 2-minute retirement readiness quiz + getTony’s book instantly:  https://LeonardiFamilyWealthcare.com/quiz Book a complimentary 15-minute review:  https://calendly.com/anthony-leonardi-leonardifwc/15-minute-check-in-quick-questions-quick-answers Because there IS a Smarter Way to Retire. Subscribe for weekly insights that help families acrossConnecticut and nationwide keep more of what they’ve earned. #RetirementPlanning #YearEndMoves #TaxStrategy#RothConversion #FinancialFreedom