Key 2025 Tax Breaks & Adjustment Opportunities
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Key 2025 Tax Breaks & Adjustment Opportunities
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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. In this episode, we’ll break down the key changes and how you can start planning now to make the most of them.
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. We’ll also highlight the risks of DIY tax filing, the hidden costs of getting it wrong, and when it’s worth working with a qualified pro.
Here’s some of what we discuss in this episode:
📈 Standard deduction changes—why it matters more than you think
💰 401(k) contribution bumps (including the strange 60–63 catch-up)
💸 The mega backdoor Roth strategy for high earners
🧾 HSA hacks—how to reimburse past medical expenses years later
Get in touch:
Phone: 661-775-3704
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