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10 Tax Considerations Before the End of the Year

10 Tax Considerations Before the End of the Year

Update: 2025-12-04
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If you have a pension and $1M+ saved, 2025 may be one of the last years to take advantage of historically low tax rates. In today's episode, Joe breaks down 10 tax-saving moves you should consider before December 31st, including Roth strategies, capital gains opportunities, RMD planning, and end-of-year deductions. You've worked hard to become a Midwestern Millionaire, now make sure Uncle Sam doesn't take more than he should.

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10 Tax Considerations Before the End of the Year

10 Tax Considerations Before the End of the Year

Joe Schmitz Jr.