Retirement Planning Education, with Andy Panko cover image

#177 - 2025 year-end tax planning tips and items to consider

Retirement Planning Education, with Andy Panko

00:00

Overview of Year‑End Tax Planning Topics

Andy explains the episode's purpose and that many tips are evergreen, noting mid‑year law changes from the One Big Beautiful Bill Act.

Play episode from 08:21
Transcript

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