#year-end-tax-planning

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#tax-loss-harvesting #retirement-planning #tax-optimization #retirement-account-rollover #ira-consolidation
Retirement
fromAbove the Law
4 days ago

5 Year-End Tax Moves That Could Save Lawyers Thousands In Retirement - Above the Law

Use year-end tax moves—estimate taxable income, harvest losses, optimize retirement accounts, gift strategically, and coordinate tax and investment planning to reduce 2025 taxes.
Retirement
fromSubstack
1 week ago

The Financial Home Edit Part 2: Organize + Strategize (The Drawer System)

Organize and consolidate retirement and financial accounts before year-end to meet December 31 tax deadlines, avoid penalties, and optimize capital gains and losses.
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