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cover of episode 2025 Tax Changes You Can’t Afford to Ignore!

2025 Tax Changes You Can’t Afford to Ignore!

2024/11/18
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Bo Hanson
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Brian Preston
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Jonathan
医疗行业资深战略咨询专家，专注于行业趋势分析和策略咨询。
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Brian Preston详细介绍了2025年各种退休计划的供款限额调整，包括401(k)、403(b)、457(b)等雇主赞助计划，以及IRA、HSA和529教育储蓄计划。他强调了新的"超级追赶"供款政策，允许60-63岁的人额外供款。此外，他还解释了长期兼职员工参与退休计划的新资格要求。Bo Hanson和Jonathan补充了关于家庭债务偿还和退休储蓄策略的建议，强调了在家庭成员之间借贷时，清晰的沟通和预先约定的重要性。

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The IRS has released new inflation-adjusted contribution limits and tax brackets for 2025, including significant additions from SECURE 2.0.
  • Employer-sponsored retirement plans like 401(k)s and 403(b)s see a $500 increase in contribution limits.
  • New super catch-up contributions for individuals aged 60-63.
  • Long-term part-time employees now have easier access to employer-sponsored retirement plans.

Shownotes Transcript

These are some tax changes you can’t afford to miss. November is the time for year-end tax planning. The IRS has recently released new, inflation-adjusted contribution limits and tax brackets for 2025 - including some really exciting additions from SECURE 2.0.

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