A Smarter Way To Retire

5 Tax Tips for 2025


Listen Later

Save thousands for your 2025 retirement with Tony Leonardi, a CERTIFIEDFINANCIAL PLANNER® professional, in this A Smarter Way to Retireepisode. Discover 5 tax-smart moves—Roth conversions, timing withdrawals, QCDs,bunching deductions, and low-tax states—plus a 2026 rate hike alert. HearTony’s client stories and a fun $18,000 gifting tip! Based on ASmarter Way to Retire and MoneyGuidePro. Sign up for our free 2025Retirement Reset Checklist athttps://www.leonardifamilywealthcare.com/2025-retirement-reset-checklist andwatch our Taxes in Retirement Webinarat https://www.leonardifamilywealthcare.com/webinars. Also on Spotify:https://open.spotify.com/show/643N9lbuQYiXXc188Rb1z8. Subscribe for more!Disclosures at https://www.leonardifamilywealthcare.com. #RetirementPlanning#TaxStrategies

...more
View all episodesView all episodes
Download on the App Store

A Smarter Way To RetireBy Anthony Leonardi