Latest / Pivot with Darryl Lyons
What Tax Moves Can I Make Before 2025 Ends?
In this episode of Retire in Texas, Darryl Lyons offers a general year-end reminder list to help listeners stay organized as they review their financial and tax-related items. As the year closes, Darryl walks through several topics that individuals and families may want to revisit with their tax or financial professionals.
He breaks the discussion into four broad areas:
Considerations such as reviewing pay stubs, retirement distributions, and personal budgeting tools to help ensure your information is accurate.
General guidance on contribution deadlines, RMD requirements, Roth conversion…
The skinny
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