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Big Retirement & Tax Updates Coming in 2025

25:51
 
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Manage episode 455124609 series 2891513
内容由Scott Sierens提供。所有播客内容(包括剧集、图形和播客描述)均由 Scott Sierens 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Big changes are on the horizon for 2025, and this episode is all about keeping you in the loop. From updates to 401(k)s, Social Security, and Medicare to new tax brackets and changes for inherited IRAs and HSAs, we’re covering it all. Whether you’re retired, approaching retirement, or just beginning to map out your plans, this discussion is for you.

Here’s some of what we discuss in this episode:

0:00 – Intro

2:30 – 401(k)s, 403(b)s and 457s

6:45 – IRAs and Roth IRAs

8:08 – Social Security and Medicare updates

13:08 – Tax changes

18:34 – Health savings accounts

20:58 – Inherited IRAs for non-spousal beneficiaries

Resources for this episode

401k Changes

https://www.irs.gov/newsroom/401k-limit-increases-to-23500-for-2025-ira-limit-remains-7000

https://www.cnbc.com/2024/11/23/401k-changes-2025.html#:~:text=For%202025%2C%20employees%20can%20defer,top%20of%20the%20%2423%2C500%20limit

Social Security & Medicare

https://www.ssa.gov/news/press/factsheets/colafacts2025.pdf

https://www.kiplinger.com/retirement/medicare/three-medicare-changes-on-the-horizon-for-2025

https://www.cms.gov/newsroom/fact-sheets/2025-medicare-parts-b-premiums-and-deductibles

Want to get in touch?

Web: https://sierensfinancialgroup.com/

Email: office@sierensfinancialgroup.com

Phone: 847-235-6989

Read more and get additional financial resources here: http://lifemoneyshow.com

Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ

  continue reading

156集单集

Artwork
icon分享
 
Manage episode 455124609 series 2891513
内容由Scott Sierens提供。所有播客内容(包括剧集、图形和播客描述)均由 Scott Sierens 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Big changes are on the horizon for 2025, and this episode is all about keeping you in the loop. From updates to 401(k)s, Social Security, and Medicare to new tax brackets and changes for inherited IRAs and HSAs, we’re covering it all. Whether you’re retired, approaching retirement, or just beginning to map out your plans, this discussion is for you.

Here’s some of what we discuss in this episode:

0:00 – Intro

2:30 – 401(k)s, 403(b)s and 457s

6:45 – IRAs and Roth IRAs

8:08 – Social Security and Medicare updates

13:08 – Tax changes

18:34 – Health savings accounts

20:58 – Inherited IRAs for non-spousal beneficiaries

Resources for this episode

401k Changes

https://www.irs.gov/newsroom/401k-limit-increases-to-23500-for-2025-ira-limit-remains-7000

https://www.cnbc.com/2024/11/23/401k-changes-2025.html#:~:text=For%202025%2C%20employees%20can%20defer,top%20of%20the%20%2423%2C500%20limit

Social Security & Medicare

https://www.ssa.gov/news/press/factsheets/colafacts2025.pdf

https://www.kiplinger.com/retirement/medicare/three-medicare-changes-on-the-horizon-for-2025

https://www.cms.gov/newsroom/fact-sheets/2025-medicare-parts-b-premiums-and-deductibles

Want to get in touch?

Web: https://sierensfinancialgroup.com/

Email: office@sierensfinancialgroup.com

Phone: 847-235-6989

Read more and get additional financial resources here: http://lifemoneyshow.com

Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ

  continue reading

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