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Year-End Tax Planning Dos and Don'ts
Ed Slott, in ThinkAdvisor 
Dec. 11, 2025 "[T]he lower tax rates were extended permanently by OBBBA -- but this is no time to let your guard down -- a future Congress could still increase tax rates. Take advantage now before year end especially with Roth conversions, and maximizing the lower tax rates for 2025. Also, avoid focusing on reducing taxes for this year at the expense of lifetime tax savings. Plan for life and beyond, not just for this year." MORE >> |
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