Tax Breaks for 2025: Don’t Leave Money on the Table!

Tax season is here and it’s the perfect time to start planning for 2025 and beyond. In this episode, Frank dives into the key tax changes for 2025 that could impact your retirement strategy. From increased 401(k) contribution limits to standard deduction increases, Frank breaks down actionable strategies that could help maximize your tax savings this year and beyond.

Here’s what we discuss in this episode:

📈 The Standard Deduction: Do you need to itemize? 

🏦  Maximizing 401(k) and IRA contributions, including catch-up provisions

🏥 Health Savings Accounts (HSAs): The triple tax advantage

🧾 Smart charitable giving strategies with donor-advised funds

🔄 Roth IRA conversions for tax-efficient retirement planning

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