Year-End Tax Planning Strategies 2025: Smart Money Moves Before the Deadline

In this episode of Protect Your Assets , David Hollander breaks down practical year-end tax planning strategies for 2025 in light of the new Big, Beautiful Bill and today's market volatility. Learn how to use tools like 401(k) contributions, backdoor Roth IRAs, HSAs, capital gains harvesting, and portfolio rebalancing to make your money work harder before December 31. David also explains how retirees and pre-retirees can approach RMDs and qualified charitable distributions (QCDs), navigate changing healthcare costs, and think through AI-heavy tech exposure in their portfolios. If you've been wondering what to do before April 15 to potentially reduce your future tax bill and feel more in control of your retirement income plan, this episode offers clear, actionable guidance you can discuss with your financial and tax professionals. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: Liberty Group website: Attend an event: Schedule a complimentary 15-minute consultation:

You can listen to Year-End Tax Planning Strategies 2025: Smart Money Moves Before the Deadline online on Radio and Podcast. Open the player on this page to stream the available audio.

Year-End Tax Planning Strategies 2025: Smart Money Moves Before the Deadline is an episode from Protect Your Assets by Mari.

This episode is 41:28 long.

This episode was published on Nov 17, 2025.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from Protect Your Assets when more episodes are available from the podcast feed.