As we prepare for the new administration in 2025, you may be wondering: What’s next for my retirement? My financial and health security? With President Trump returning to office alongside a Republican-controlled Congress, big changes could be on the horizon – especially if you are retired or planning on retiring in the next 5 to 10 years.

Today, we’re going to focus on the key areas that could see significant shifts under the new administration, and more importantly could impact you and your retirement. We’re also going to provide some steps you can take that will help you stay prepared and informed as these policies unfold.

Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇

TIMESTAMPS

00:00 Retirement Planning & The New Administration

00:30 Lower personal taxes

02:53 Changes to Social Security

06:06 Health Care Costs

09:01 Interest rate changes

11:46 Lower potential corporate tax cuts

14:16 Bottom line regarding changes

14:52 Need help?

Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/

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Learn the key components you need to include in your retirement plan, check this video out: https://youtu.be/QkJzvbZ_gDs

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DISCLOSURE:

Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766 Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally referred to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength claims paying abilities of the issuing carrier. This content is intended for informational & educational purposes only. It is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the needs of an individual situation. All hypothetical examples are provided for illustrative purposes only; they do not represent real life scenarios. Mosley Insurance & Financial Services nor its agents or representatives may not give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency. Some of the information provided may be from one or more third parties which we believe to be reliable sources, but accuracy and completeness cannot be guaranteed by Mosley Insurance & Financial Services.