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262. Optimizing Your Tax Plan for 2025: Key Moves to Make

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Manage episode 460872152 series 3322284
Content provided by Wiser Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wiser Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Curious about how to optimize your tax plan for 2025? Join us on this episode of A Wiser Retirement® Podcast as we share key tax moves to make this year. We cover key topics like charitable giving, the SECURE Act 2.0, upcoming legislative changes, monitoring AGI, and optimizing business deductions.
Related Podcast Episodes:
- Ep 239: How can I reduce my current taxable income?
- Ep 229: How do I avoid capital gains tax?
Related YouTube Videos:
- Reduce Your Taxes and AGI by Giving to Charity
- How to Reduce Taxable Income as a Business Owner

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

  continue reading

Chapters

1. Tax Planning and Retirement Contributions Tips (00:00:00)

2. Maximize Tax Savings Through Retirement Planning (00:08:20)

3. Tax Laws and Financial Planning Strategies (00:17:58)

4. Maximizing Tax Savings for Business Owners (00:27:12)

279 episodes

Artwork
iconShare
 
Manage episode 460872152 series 3322284
Content provided by Wiser Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wiser Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Curious about how to optimize your tax plan for 2025? Join us on this episode of A Wiser Retirement® Podcast as we share key tax moves to make this year. We cover key topics like charitable giving, the SECURE Act 2.0, upcoming legislative changes, monitoring AGI, and optimizing business deductions.
Related Podcast Episodes:
- Ep 239: How can I reduce my current taxable income?
- Ep 229: How do I avoid capital gains tax?
Related YouTube Videos:
- Reduce Your Taxes and AGI by Giving to Charity
- How to Reduce Taxable Income as a Business Owner

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

  continue reading

Chapters

1. Tax Planning and Retirement Contributions Tips (00:00:00)

2. Maximize Tax Savings Through Retirement Planning (00:08:20)

3. Tax Laws and Financial Planning Strategies (00:17:58)

4. Maximizing Tax Savings for Business Owners (00:27:12)

279 episodes

All episodes

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