The major changes made to this guide since the last edition are outlined. This guide reflects some income tax changes recently announced which, if enacted as proposed, would be effective July 1, 2025.

The major changes made to this guide since the last edition are outlined. This guide reflects some income tax changes recently announced which, if enacted as proposed, would be effective July 1, 2025.

(k) contribution limits rise to $34,750 in 2025 for workers aged 60–63. Learn how Gen X and Boomers can benefit via IRS.

Health Savings Account contribution limits are increasing for 2026, giving you more opportunity to leverage one of the most tax-advantaged investment vehicles available.

The Internal Revenue Service (IRS) announced on November 1, 2024, that the maximum contribution limit for 401(k), 403(b), most 457 plans, and the Thrift Savings Plan will rise to $23,500 for the ...

For tax year 2025, employees can defer $23,500 into their 401(k), a modest increase from the $23,000 contribution limit in 2024. The limit on annual contributions to an IRA, however, remains what ...

IRAs have contribution and income limits to ensure that they're not used by the wealthy as bloated tax shelters. For 2025, traditional and Roth IRA contributions are capped at $7,000 with a $1,000 ...

The challenge with Roth IRAs is that contributions are subject to an annual contribution limit, currently $7,000 ($8,0000 for those age 50 and older). Income limits also apply.

Each year, the Social Security Administration (SSA) makes crucial adjustments impacting millions of workers' finances, and ...

Key Takeaways An after-tax 401 (k) contribution allows you to deposit more than the $23,000 pretax limit for 2024 ($30,500 for those age 50 or older). The total 401 (k) contribution limit that ...

The 2025 pre-tax contribution limits for employees are: *$23,500 for those younger than 50. *$31,000 for those age 50 to 59 or older than 64. *$34,750 for those age 60 to 63.

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