In a recent Investopedia article titled, “Your 2025 End-of-Year Tax Checklist,” by Meagan Drew, readers learn practical, last-minute tax planning moves that can help reduce surprises at filing time. This 2025 end year tax checklist highlights key steps investors can take before December 31, from reviewing withholdings to optimizing retirement, charitable, and investment strategies. The article highlights how thoughtful year-end decisions can meaningfully impact both short-term taxes and long-term financial outcomes.
Chief Investment Officer and CEO, Steven Rogé, added depth to the discussion by emphasizing the importance of aligning tax withholding with real-world changes like bonus income, equity compensation, RMDs, and shifting tax brackets. He also underscored common opportunities investors overlook, such as unused retirement contribution space, smart charitable strategies like donor-advised funds and QCDs, and proactive tax-loss harvesting, while reinforcing that coordinated planning across taxes, investments, and retirement can help prevent costly surprises and bring greater clarity heading into the new year.
To view the full article, click here.
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R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, and Beverly, Massachusetts office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
