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

Episode metadata supplied by the publisher feed · Published Oct 3, 2025

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

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This episode was published on October 3, 2025.

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