Top 10 Year-End Tax Saving Tips for 2025

As the year ends, it’s the perfect time to take advantage of strategies that can reduce your tax burden both now and in the future. Host Mark Falter shares his top 10 year-end tax savings tips, covering everything from understanding your tax bracket and tax loss harvesting to charitable giving strategies like donor-advised funds and Qualified Charitable Distributions (QCDs). Mark also discusses the benefits of Roth conversions, maximizing contributions to retirement plans and leveraging HSAs and FSAs. So, are you ready to enter the new year with a fresh approach to taxes?

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