The Tax Planning Window Is Open (But Not for Long)

TaylorMade Retirement with Taylor Demars, CFP® · Oct 22, 2026 · 10m · transcript

Most people don't think about taxes until they're sitting down to file, and by then, most of the best opportunities are gone. The moves that actually lower your tax bill usually have to happen before December 31.

In this episode, Taylor walks through several strategies that may be worth considering before December 31. If you’re proactive now, you can avoid having to fix missed opportunities next spring.

Here’s what we discuss in today’s show:

💝 Consider Charitable Giving: Donor-advised funds may create flexibility

🧾 Check Withholding: Avoid surprises or unnecessary overpayments

🏥 Use the HSA…