The 2025 contribution limits are now available and the tweaks might be significant for anyone approaching retirement. These changes are really going to affect that person with tax-deferred accounts like a 401, IRA, 403b and others. Join us to find out how the 2024 limits compare to what’s coming in 2025 and how it might change your saving strategies.

Here’s what we cover in this episode:

0:00 – Intro

1:21 – 401ks

5:34 – 457bs and Roth IRAs

7:45 – HSAs

10:07 – Final thoughts

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Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. On this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security.

Here’s what we discuss in this episode:

0:00 – Intro

3:10 – The proposal

5:42 – Report details

8:53 – Lower benefits at age 62

11:00 – Will this improve Social Security?

13:38 – What changes will be made?

15:15 – What should you do now?

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(801) 639-0095