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Podcast: Navigating an Abundant Retirement with Carol Dewey
Episode: The Year-End Playbook: 5 Moves to Lock In a Tax-Smart 2025
Description: In this year-end episode of Navigating Abundant Retirement, Carol Dewey breaks down five essential financial moves to make before December 31st. These simple but strategic actions can help you reduce taxes, improve income planning, and set up a stronger financial foundation for 2026.🔑 Short Key Takeaways1. Confirm Your RMDs & Use QCDsAvoid the 25% penalty and use charitable giving to reduce taxable income.2. Make Strategic Roth ConversionsConvert just enough to stay in your current tax bracket while rates are still low.3. Harvest Losses (and Gains)Use los...