As the year winds down, now is the perfect time to take stock of your finances and make smart tax moves that can strengthen your long-term financial picture. Schwab’s latest Year-End Tax Planning Checklist offers a thorough, easy-to-follow roadmap to help you prepare before December 31—whether your goals involve reducing your tax bill, optimizing retirement savings, fine-tuning your investment strategy, or planning for charitable giving and future estate needs.
The checklist highlights practical steps for a wide range of situations, such as:
In addition, new tax policies may shift how you decide to manage your year-end charitable and gifting strategies, which may improve your tax efficiency while supporting the people and causes you care about.
Because not every strategy applies to every individual or household, we encourage you to download the full 2025 Year-End Tax Planning Checklist PDF and set up a time with us to review your options and tailor recommendations to your specific goals and circumstances.
Penta Wealth Management is proud to announce that we have been named as one of the Top Wealth Management Services Providers of 2023 by Banking CIO Outlook. The list recognizes the top firms who are at the forefront of delivering wealth management services and was determined using market research focused on peer/client recommendations and best practices. We are honored by this acknowledgment and proud of our team’s commitment to excellence.
