Year-End Tax Planning Moves

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Tell me what in the hell we're paying taxes for. Well, now what are we all stop paying taxes? Now what are we all stop paying taxes? Stop paying taxes y'all. It's that time of year.

You still have Christmas gifts left to buy, but you have to be aware that April 15th is just around the corner. Consider this your nudge that you have less than three weeks to make whatever year-end tax moves you're planning for the calendar year 2025. I'm Barry Rittholz and on today's edition of At the Money, we're going to discuss the moves investors should be thinking about in order to reduce their 2025 taxes. To help us unpack all of this and what it means for your money, let's bring in Bill Artstronian, full disclosure. Arts Ronian is the director of tax services at Ritholt's Wealth Management, and we've been working with him for just about five years.

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