Sign up to save your podcasts
Or
Share #12 - Master The 2025 Limits & Key Insights for a Strong Financial Year
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
#12 - Master The 2025 Limits & Key Insights for a Strong Financial Year
In this episode of Her Money Revolution, Angela Brooks, CFP®, provides a clear and concise overview of the critical updates for 2025 that every saver and investor needs to know. From new 401(k) and IRA contribution limits to strategic moves like Roth IRA conversions and tax loss harvesting, Angela breaks down the actionable steps to optimize your financial strategy for the year ahead.
Angela also highlights why early planning is key, offering practical advice on revisiting your financial goals, maximizing retirement savings, and staying informed about market changes and tax policies. Whether you're well on your way to retirement or just starting to build your financial foundation, this episode equips you with the tools to confidently plan for 2025.
Download Angela’s 2025 Contribution Limits PDF from hermoneyrevolution.com, and start implementing these strategies today. Don’t forget to subscribe to Her Money Revolution and share this episode with a friend who’s ready to take their financial planning to the next level. Let’s make 2025 your most successful year yet—tune in now!
Episode Highlights
- 2025 Contribution Limits: Detailed updates for 401(k)s, IRAs, HSAs, SEP IRAs, and Simple IRAs.
- Catch-Up Contributions: Enhanced limits for individuals aged 50 and older, including new provisions for those aged 60-63.
- Maximizing Employer Matches: Strategies to ensure you’re taking full advantage of employer-sponsored retirement plans.
- Roth IRA Conversions: Benefits and considerations for converting traditional IRAs to Roth IRAs to manage future tax liabilities.
- Tax Loss Harvesting: Techniques to offset capital gains and reduce taxable income, even in strong market years.
- Personal Strategic Planning: Importance of setting clear financial goals and creating actionable plans to achieve them.
- Staying Informed: Tips on maintaining up-to-date knowledge of financial regulations and market changes.
Connect with Angela:
Website: https://hermoneyrevolution.com/
Instagram: https://www.instagram.com/hermoneyrevolution/
Facebook: https://www.facebook.com/profile.php?id=61561348149519
Financial Resources: https://hermoneyrevolution.com/resources
View all episodes
By Angela Brooks, CFP®In this episode of Her Money Revolution, Angela Brooks, CFP®, provides a clear and concise overview of the critical updates for 2025 that every saver and investor needs to know. From new 401(k) and IRA contribution limits to strategic moves like Roth IRA conversions and tax loss harvesting, Angela breaks down the actionable steps to optimize your financial strategy for the year ahead.
Angela also highlights why early planning is key, offering practical advice on revisiting your financial goals, maximizing retirement savings, and staying informed about market changes and tax policies. Whether you're well on your way to retirement or just starting to build your financial foundation, this episode equips you with the tools to confidently plan for 2025.
Download Angela’s 2025 Contribution Limits PDF from hermoneyrevolution.com, and start implementing these strategies today. Don’t forget to subscribe to Her Money Revolution and share this episode with a friend who’s ready to take their financial planning to the next level. Let’s make 2025 your most successful year yet—tune in now!
Episode Highlights
- 2025 Contribution Limits: Detailed updates for 401(k)s, IRAs, HSAs, SEP IRAs, and Simple IRAs.
- Catch-Up Contributions: Enhanced limits for individuals aged 50 and older, including new provisions for those aged 60-63.
- Maximizing Employer Matches: Strategies to ensure you’re taking full advantage of employer-sponsored retirement plans.
- Roth IRA Conversions: Benefits and considerations for converting traditional IRAs to Roth IRAs to manage future tax liabilities.
- Tax Loss Harvesting: Techniques to offset capital gains and reduce taxable income, even in strong market years.
- Personal Strategic Planning: Importance of setting clear financial goals and creating actionable plans to achieve them.
- Staying Informed: Tips on maintaining up-to-date knowledge of financial regulations and market changes.
Connect with Angela:
Website: https://hermoneyrevolution.com/
Instagram: https://www.instagram.com/hermoneyrevolution/
Facebook: https://www.facebook.com/profile.php?id=61561348149519
Financial Resources: https://hermoneyrevolution.com/resources