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The Top 10 Tax Planning Ideas for 2025

Jan 28, 2025 · 973.5 KB Download

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The top 10 tax planning ideas presented are:

  • Engage in tax bracket management,

  • Reduce exposure to the 3.8% Net Investment Income Tax and Internal Revenue Code Section 199A Limits,

  • Consider income shifting,

  • Perform Roth IRA Conversions – The chart also gives reasons to consider doing a Roth Conversion now

  • Consider creating a Charitable Remainder Trust,

  • Maximize contributions to retirement plans,

  • Consider an Internal Revenue Code Section 453 deferred installment sale,

  • Utilize tax-efficient investing,

  • Consider creating a Charitable Lead Trust, and

Download the Top 10 Tax Planning Ideas for 2025

File name: top-10-ideas.pdf

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Personal Financial Planning

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Charitable Planning
Investment Planning
Tax Planning
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