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The Tax-Deferred Time Bomb

John Agnew, CFA, CFP®, RICP®, CLU® 12/30/23 John Agnew, CFA, CFP®, RICP®, CLU® 12/30/23

2025 Retirement Limits—Are You Taking Full Advantage?

Straight from the Tax Horse’s Mouth - 401(k)/403(b)/most 457 plan limits increase to $23,000 (if under age 50), and $30,500 (if age 50+). IRA/Roth IRA limits increase to $7,000 (under age 50), and $8,000 (if age 50+).