The end of the year is fast approaching, and so is the deadline for the tax moves that can lower your 2025 tax bill. In this video, Sean and Erin break down the top five simple steps to help keep more money in your pocket, including: 

1. Max Out Your 401(k)

2. Contribute to Your HSA

3. Max Out Your Roth IRA

4. Harvest Your Investment Losses

5. Donate to Charity

This easy checklist can make a big difference come tax time. And keep in mind, it’s never too late (or too early) to start thinking about how you can earn more and save more next year. And if you’d like to have a conversation with Sean about how to save more in taxes over the course of your lifetime (not just the filing year), please call Sean at 603-715-2335 or visit www.DavisWealthMgmt.com.