We’re one week from Christmas and two weeks from New Year’s— the perfect time for a few quiet financial wins.

Tony Leonardi, CFP® shares 5 last-chance 2025 moves you canstill make before the calendar flips: 

1. Max out retirement contributions (401(k), IRA, backdoorRoth) 

2. Harvest tax losses in taxable accounts 

3. Make charitable gifts (and set up QCDs for 2026) 

4. Double-check RMDs and inherited IRA deadlines 

5. Review beneficiary designations 

These quick actions can save thousands in taxes and give youa stronger start to 2026.

Take the free 2-minute retirement readiness quiz + getTony’s book instantly: 

https://LeonardiFamilyWealthcare.com/quiz

Book a complimentary 15-minute review: 

https://calendly.com/anthony-leonardi-leonardifwc/15-minute-check-in-quick-questions-quick-answers

Because there IS a Smarter Way to Retire.

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#RetirementPlanning #YearEndMoves #TaxStrategy#RothConversion #FinancialFreedom