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8 Smart Tax Moves to Make Before December 31, 2025
By Michelle Cho, CFP®, BFA™, ChSNC® | Founder, Echo Wealth Partners You lead teams, drive innovation, and carry more mental load than most people realize; and your money should work just as intentionally as you do. Between now and December 31, 2025 , a handful of smart, values-aligned moves can lower your lifetime tax bill, boost flexibility, and fund what matters most to you—family, health, impact, and freedom. Here are eight high-leverage plays to consider. 1) Max Out Y

Michelle (Eun) Cho
Sep 30, 20254 min read
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