#62 Tax Law Changes for 2025
In our latest episode of Connecting the Dollars, Amanda Vaught and Emily Agosto dive deep into the upcoming tax law changes for 2025. If you're keen on staying informed about what might happen with 401(k) plans, IRAs, and more, this episode is a must-listen.
Here are three key takeaways:
1) 401(k) & IRA Changes: Many alterations affecting 401k plans and IRAs are coming into effect. Keep an eye out, especially if you're considering your investment strategy.
2) FinCEN Reporting: A preliminary injunction is shaking things up for small business owners. Stay tuned to see how this unfolds in 2025.
3) Importance of Brokerage Accounts: Our discussion highlighted the flexibility and lesser administrative burden of brokerage accounts compared to more regulated retirement plans. If you're curious about what these changes might mean for you, tune in to our episode and stay ahead of the curve.