EPISODE · Dec 19, 2025 · 10 MIN
Last-Chance 2025 Moves: 5 Things to Do Before December 31
from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi
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
What this episode covers
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
NOW PLAYING
Last-Chance 2025 Moves: 5 Things to Do Before December 31
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.