3 Tax Planning Opportunities Before December 31
As 2025 comes to an end, investors face several time-sensitive decisions that can affect both taxes and long-term wealth. While planning should happen year-round, many tax-related deadlines fall on December 31, making year-end an important time to review strategy. Three areas in particular may warrant attention: Required Minimum Distributions (RMDs), Roth conversions, and tax-loss harvesting. […]