Investments Tax

Financial Perspectives: 2025 Year-End Tax Considerations – DAFs, QCDs, 401(k) Limits, and Roth Conversions

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

Keep Reading

How Much of the Market is AI-Driven | Matt Moklestad
Investments

What Nvidia Teaches Us About the Power of Diversification

Matt Moklestad

Matt Moklestad, CFP, CIMA, AIF, MBA

07/21/26
Gretchen Muller
Investments

Financial Perspectives: Why Your Portfolio Needs a Lifeboat – A Conversation with Baird’s Warren Pierson

Hosted by : Gretchen Muller

With guest Warren Pierson

07/11/26
Spur 5 | Ryne Oller
Investments

Spurs in 5: Understanding Markets Near All-Time Highs

Ryne Oller

Ryne Oller, CFP, MBA

06/30/26
Gretchen Muller Ben Berger
Investments

Financial Perspectives: How to Plan for Inflation – What You Can and Can’t Control

Hosted by : Gretchen Muller & Ben Berger

05/17/26
Investments

The Real Benchmark for Your Portfolio: Your Required Rate of Return

Zach Dalluge

Zach Dalluge, CFP, CKA

04/21/26
Investments

What the Patchwork of Returns Reveals About Diversification

Ben Berger

Ben Berger, CFP

04/14/26
Gretchen Muller
Investments

Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)

Hosted by : Gretchen Muller

04/11/26
Investments

What I Learned About Nurturing New Beginnings at Every Stage of Life

Gretchen Muller

Gretchen Muller, MBA

04/10/26
Investments Chart of the Month

Chart of the Month – April 2026

Jack Davies

Jack Davies, CFA

04/07/26
Kent Kramer Gretchen Muller
Investments

Financial Perspectives: Investing During Periods of Uncertainty – Iran Conflict and Market Considerations

Hosted by : Kent Kramer & Gretchen Muller

03/25/26
Investments

How to Think About Taxes in Retirement – Beyond Just Paying Less

Andy Mullan

Andy Mullan, CFP

03/10/26
Gretchen Muller Kent Kramer
Investments

Financial Perspectives: Market Volatility in 2026 – Don’t Let Headlines Drive Your Financial Plan

Hosted by : Gretchen Muller & Kent Kramer

02/14/26

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.fostergrp.com/disclosures. A copy of our written disclosure Brochure as set forth on Part 2A of Form ADV is available at www.adviserinfo.sec.gov.

Let’s talk.

Let’s talk.

Contact us – without obligation – whenever you have a financial question, idea, or need a second opinion. And discover how having your financial life Truly Cared For can help you feel more confident and in control. You can select your preference to start a conversation.

Prefer to call us? 515-226-9000

Prefer to call us? 515-226-9000

By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message from Foster Group. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information. See our Privacy Policy.