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SALT, Seniors & the Big Year-End Bake-Off: Mixing Tax Law, Charity & Roth Conversions Before 2025 Closes
In this episode, Don and Marc huddle up for a fourth-quarter financial game plan to help you finish the year strong. With 2025 winding down, Don breaks down the key tax moves every retiree and pre-retiree should know before December 31st- including the expanded SALT deduction, the new Bonus Senior Deduction, and strategies for charitable giving and Roth conversions.
Here’s some of what we discuss in this episode:
🏈 Finishing the year strong with smart tax planning
💰 SALT deduction jumps to $40K for many households
🎁 Bonus Senior Deduction for retirees 65+
🙌 Bunching vs. QCDs for charitable giving
🔁 Roth conversions before rates rise again
🗓️ Year-end checklist to act before Dec. 31
MyLight
https://morelamplight.com/about-morelamplight/
Get in touch with Don and learn more: https://doncashpodcast.com/
View all episodes
By Donald Cash
5
11 ratings
In this episode, Don and Marc huddle up for a fourth-quarter financial game plan to help you finish the year strong. With 2025 winding down, Don breaks down the key tax moves every retiree and pre-retiree should know before December 31st- including the expanded SALT deduction, the new Bonus Senior Deduction, and strategies for charitable giving and Roth conversions.
Here’s some of what we discuss in this episode:
🏈 Finishing the year strong with smart tax planning
💰 SALT deduction jumps to $40K for many households
🎁 Bonus Senior Deduction for retirees 65+
🙌 Bunching vs. QCDs for charitable giving
🔁 Roth conversions before rates rise again
🗓️ Year-end checklist to act before Dec. 31
MyLight
https://morelamplight.com/about-morelamplight/
Get in touch with Don and learn more: https://doncashpodcast.com/