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2025 Year-End Tax Planning Guide
Tuesday, November 11, 2025
2025 Year-End Tax Planning Guide

November 2025 • Your 2025 Year-End Tax Planning Guide As we approach the end of 2025, there’s still time to take action and make a real difference in your tax outcome for the year. With thoughtful planning and a few strategic steps, you can reduce your tax bill, strengthen your retirement savings, and position your finances for a better 2026. Below are some year-end moves to consider before December 31. Each one is practical, IRS-approved, and designed to help you keep more of what you’ve earned.1.

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