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Big Retirement & Tax Updates Coming in 2025

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Manage episode 455124609 series 2891513
Konten disediakan oleh Scott Sierens. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Scott Sierens atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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: [email protected]

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 episode

Artwork
iconBagikan
 
Manage episode 455124609 series 2891513
Konten disediakan oleh Scott Sierens. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Scott Sierens atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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: [email protected]

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 episode

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