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. 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 what we discuss in this episode:
💼 New 401(k) contribution limits—especially for ages 60–63
🧾 Qualified Charitable Distributions = smart giving + tax benefits
🏥 HSAs: the “triple tax-advantaged” retirement healthcare tool
💡 Strategic Roth use (contributions & conversions) builds tax flexibility
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Contact us:
(801) 639-0095
slee@erg-slc.com