2025 brought major tax changes...are you ready?

In this episode of Financial Strategies, Andrew and Daniel Agemy walk you through the critical tax strategies every retiree and pre-retiree should know before year-end.

Topics Covered:

- Required Minimum Distributions (RMDs): What age rules apply in 2025?

- The power of Qualified Charitable Distributions (QCDs) to give smarter

- Roth IRAs vs. Traditional IRAs and how new RMD ages affect you

- How to lower your tax burden using donor-advised funds and CRTs

- Real-life client examples on charitable giving and income planning

- What to do now to prepare for 2026 tax planning

Whether you're 70½, 73, or just planning ahead, this episode is packed with insights to help you keep more of what you've earned.

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