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Lower your taxes with these key moves before December 31
It’s beginning to look a lot like….tax prep time! And year-end will be here before we know it. But there’s still time to make an impact and lower your tax bill for 2025. Here are 5 tax savings strategies to put in place before December 31st: ➡️Max out your 401(k): $23,500 (under age 50); $31,000 (age 50+); $34,500 (ages 60–63, new for 2025!) ➡️Harvest investment gains & losses ➡️Make charitable gifts (if 70½+ you can give directly from your IRA!) ➡️Defer income & pre-pay deductible expenses, especially in high-tax (SALT) states like NJ ➡️Use your annual gift tax exclusion: $19K single ; $38K married Thoughtful and intentional planning now can make a meaningful difference come tax time. As always, be sure you are working with your financial planner who can manage all of this for you and coordinate with your CPA to make sure you are taking full advantage of these and other strategies. Happy Deducting! #TaxPlanning #YearEndPlanning #FinancialAdvisor #TaxTips #FinancialPlanning #CharitableGiving #RetirementPlanning #WealthManagement #HighNetWorth #BusinessOwners #TaxStrategy #SFCorps #MoneyMatters #SmartMoneyMoves
Making the right choices in taking Social Security. And don't miss our Medicare webinar on Oct 28.
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Making the right choices in taking Social Security. And don't miss our Medicare webinar on Oct 28.
2:05
Our client “John” doubled the sale price for his business. Here’s how.
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Our client “John” doubled the sale price for his business. Here’s how.
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