2025 Tax and Wealth Transfer Numbers Every Advisor Should Know
Update: 2025-02-04
Description
Join hosts Thomas Kopelman and David Haughton as they dive into the critical financial planning numbers for 2025. Learn about updated estate tax exemptions, gifting limits, IRA and 401(k) contribution thresholds, and strategies like the Mega Backdoor Roth.
Gain valuable insights into tax-advantaged accounts, including HSAs and 529 plans, and how these changes can impact your clients’ financial plans.
For any questions, email us at practicalplanner@wealth.com.
Follow us on Instagram at @practicalplannerpodcast to stay up-to-date with our podcast!
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