Understanding Money with The Noles Group

Countdown to Year-End: Smart Tax Moves for Retirees Before 2026

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The clock is ticking! ⏰ As 2025 winds down, there’s still time to make key financial moves that could save you thousands before the new year. In this episode of Understanding Money with the Noles Group, hosts Danny Noles, Parker Noles, Tyler Noles, and Chandler Noles join Matt McClure to help retirees and pre-retirees finish strong — and prepare for big tax changes ahead.

The team unpacks:

  • Required Minimum Distributions (RMDs) — new rules, reduced penalties, and how to avoid costly mistakes
  • Roth Conversions — why the “pay now, save later” approach might make sense before the 2026 tax law changes
  • Charitable Giving Strategies — how to give smarter with QCDs, donor-advised funds, and appreciated assets
  • Tax Bracket Planning — what the One Big Beautiful Bill Act means for retirees
  • How to avoid the December panic and take control of your year-end planning

    • If you want to reduce taxes, simplify your portfolio, and make your money work harder in 2026 and beyond — this episode is a must-listen.

     

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    Call the Noles Group at 205-602-5065
    Visit: TheNolesGroup.com

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    About the Podcast:
    This is the Understanding Money Podcast– with CEO and founder Danny Noles of the Noles Group. Danny has spent more than 30 years helping people achieve their financial dreams. His goal is to give you the tools you need to retire with confidence. He is here to help you see through the financial fog!

    Book a no-obligation appointment online: https://www.thenolesgroup.com/book-an-appointment

    Check out our website: thenolesgroup.com

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    Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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    Understanding Money with The Noles GroupBy The Noles Group