2025 Tax Law: Late-Career Planning Guide

If you're within 5–10 years of retirement, 2025 may be one of the most pivotal years for tax planning in your lifetime.

This clear, actionable guide helps you understand:

• Which tax brackets are sunsetting — and how to act before they disappear
• How Roth conversions, investment income, and Medicare premiums intersect
• Why delaying action could increase your lifetime tax burden
• A case study showing how one couple used bonus depreciation to keep taxes flat
• The 90-day checklist to optimize your 2025–26 strategy window