Tax

2025 Year-End Tax Strategies: DAFs, QCDs, 401(k) Limits, Roth Conversions | Financial Perspectives

Kent Kramer

Kent Kramer , CFP®, AIF®

Caleb Brown

Caleb Brown , CFP®, EA

10/13/25

2025 Year-End Tax Strategies: DAFs, QCDs, 401(k) Limits, Roth Conversions | Financial Perspectives

December 31st is fast approaching! This month, Kent Kramer and Caleb Brown walk through what’s worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.

2:32 – Charitable Giving

10:51 – Family Gifting

16:56 – 401(k) Contributions and Year-End Planning

18:51 – Roth Conversions: When and Why

21:32 – Closing Thoughts

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