Tax-Efficient Retirement: Save More with Roth & Gifting | Tony Leonardi, CFP®

from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi

Hey everyone, it’s Tony Leonardi, CFP®!Discover tax-efficient retirement strategies to keep more of your wealth. Learn Roth conversions, tax-loss harvesting, gifting ($19,000/person in 2025), and more with our smart planning software. Book a complimentary consultation or get a nocost e-book at LeonardiFamilyWealthcare.com! #RetirementPlanning #TaxStrategies

What this episode covers

NOW PLAYING

0:00 19:25

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of A Smarter Way To Retire with Tony Leonardi, CFP®?

This episode is 19 minutes long.

When was this A Smarter Way To Retire with Tony Leonardi, CFP® episode published?

This episode was published on October 3, 2025.

What is this episode about?

Can I download this A Smarter Way To Retire with Tony Leonardi, CFP® 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.

URL copied to clipboard!