Secure Your Retirement

2025 - Important Financial Numbers in Retirement


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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss key updates to the important financial numbers for 2025 that impact tax planning, retirement contributions, and other critical aspects of financial planning. They explain how inflation adjustments have influenced tax brackets, 401(k) and IRA contribution limits, Medicare IRMAA thresholds, and more. Whether you're planning your retirement or already enjoying it, this episode is packed with insights to help you navigate 2025 with confidence and clarity.

Listen in to learn about the updated financial planning numbers that are essential for a secure retirement. Radon and Murs delve into tax brackets, Social Security adjustments, HSA limits, and strategies to make the most of these changes. You’ll gain actionable insights to optimize your financial decisions for the new year.

In this Episode, find out:

·      The 2025 tax brackets and how inflation adjustments affect your tax planning.

·      Updates to 401(k), IRA, and HSA contribution limits for retirement savings strategies.

·      The latest changes to Social Security benefits, including COLA adjustments and taxation thresholds.

·      Medicare IRMAA updates and how income levels impact your premiums.

·      Key estate tax exemptions and what they mean for legacy planning.

Tweetable Quotes:

1.    Radon Stancil: "Understanding your tax brackets is crucial for making good decisions around tax strategy and retirement planning."

2.    Murs Tariq: "Small changes in financial numbers can have a big impact—staying informed helps you retire comfortably and securely."

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.

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Secure Your RetirementBy Radon Stancil, CFP® & Murs Tariq, CFP®

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