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2025 Tax and Wealth Transfer Numbers Every Advisor Should Know

1 min read
·February 4 2025
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Practical Planner episode that covers the updated IRS numbers related to taxes and wealth transfers, such as IRA and 401(K) contribution thresholds, gifting limits, and more.

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.

Subscribe and listen on Spotify, Apple Podcasts or anywhere you listen to podcasts. You can also watch the video below.

For any questions, email us at practicalplanner@wealth.com.

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