The Wealth Advocates Podcast

Investing in 2025


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Investing in 2025

1:33 Secure 2.0 & RMDs

3:15 Roth 401k

5:50 Over age 65? New Social Security tax discount

7:29 Social Security changes & maximization

14:00 Income bucket planning

16:45 Take aways

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The Wealth Advocates PodcastBy Wealth Advocates