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2025 Contribution Limits

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Manage episode 457306843 series 3309267
Kandungan disediakan oleh Joe Allaria. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Joe Allaria atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Welcome to the Retirement Power Hour with Joe Allaria, CFP®. In episode 35, we break down the 2025 retirement contribution limits and key tax changes you need to know. Learn about updates to IRAs, Roth IRAs, 401(k)s, SIMPLE IRAs, and more—including the new provisions introduced by Secure Act 2.0.
Key Topics Discussed:
IRA and Roth IRA contribution limits and phase-outs
New 401(k) and SIMPLE IRA catch-up provisions
Changes to tax brackets, standard deductions, and Social Security wage base
HSA contribution updates for 2025

If you enjoyed this episode, make sure to check out our podcast Whole Life Vs. Term Life
Submit Your Questions
To submit a listener question, visit our website, and enter the details of your question.
Leave a Review
Visit https://www.retirementpowerhourpodcast.com/ to leave a review on Apple Podcasts or Spotify.
Disclaimer:
All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, Ltd., a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.
Learn more about CarsonAllaria Wealth Management at https://carsonallaria.com/
Invest Wiser & Retire Better!

  continue reading

35 episod

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2025 Contribution Limits

The Retirement Power Hour

11 subscribers

published

iconKongsi
 
Manage episode 457306843 series 3309267
Kandungan disediakan oleh Joe Allaria. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Joe Allaria atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Welcome to the Retirement Power Hour with Joe Allaria, CFP®. In episode 35, we break down the 2025 retirement contribution limits and key tax changes you need to know. Learn about updates to IRAs, Roth IRAs, 401(k)s, SIMPLE IRAs, and more—including the new provisions introduced by Secure Act 2.0.
Key Topics Discussed:
IRA and Roth IRA contribution limits and phase-outs
New 401(k) and SIMPLE IRA catch-up provisions
Changes to tax brackets, standard deductions, and Social Security wage base
HSA contribution updates for 2025

If you enjoyed this episode, make sure to check out our podcast Whole Life Vs. Term Life
Submit Your Questions
To submit a listener question, visit our website, and enter the details of your question.
Leave a Review
Visit https://www.retirementpowerhourpodcast.com/ to leave a review on Apple Podcasts or Spotify.
Disclaimer:
All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, Ltd., a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.
Learn more about CarsonAllaria Wealth Management at https://carsonallaria.com/
Invest Wiser & Retire Better!

  continue reading

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