Retire On Your Best Path with Liz Whitteberry
If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.
Retire On Your Best Path with Liz Whitteberry
Key 2025 Tax Breaks & Adjustment Opportunities
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Liz Whitteberry
Tax season is here, but filing your 2024 return is just one piece of the puzzle. Now is also the perfect time to take advantage of new tax rules for 2025- before the year gets away from you.
With higher standard deductions, increased retirement contribution limits, and updated HSA rules, there are plenty of opportunities to lower your tax bill and boost your savings. In this episode, we’ll break down the key changes and how you can start planning now to make the most of them.
Here’s some of what we discuss in today’s show:
- The annual inflation-based adjustments to the 7 income tax brackets
- Maximizing 401K contributions and the increased limit for 2025
- IRA contribution limits and strategies
- The 2025 HSA contribution limit
- Liz’s insights on making smart tax moves today for a more efficient retirement
Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube
