• The Pension & Retirement Plan Contribution Adjustments for 2025

  • Dec 12 2024
  • Length: 19 mins
  • Podcast

The Pension & Retirement Plan Contribution Adjustments for 2025

Listen for free

View show details

  • Summary

  • As we approach the new year, it's essential to stay informed about the financial changes that could impact your retirement planning. The latest episode of the Caffeine and Cash Flow podcast will provide you with updates for 2025, focusing on pension and retirement plan contribution limits.

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

    • The maximum amounts you can put into different types of IRAs.
    • Should you be maxing out the catch-up contributions?
    • Something that’s brand new for 2025.
    • Social Security COLA increase and other changes to benefits.
    • The gift tax exclusion is going up as well.

    Get in touch with Michael-

    Web: https://www.westpacwealth.com/team/michael-schulte

    Email: michael.schulte@westpacwealth.com

    Phone: 702-767-4897
    Show More Show Less
Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about The Pension & Retirement Plan Contribution Adjustments for 2025

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available