Welcome to the Retirement Power Hour with Joe Allaria, CFP®. In episode 35, we break down the 2025 retirement contribution limits and key tax changes you need to know. Learn about updates to IRAs, Roth IRAs, 401(k)s, SIMPLE IRAs, and more—including the new provisions introduced by Secure Act 2.0.

Key Topics Discussed:
IRA and Roth IRA contribution limits and phase-outs
New 401(k) and SIMPLE IRA catch-up provisions
Changes to tax brackets, standard deductions, and Social Security wage base
HSA contribution updates for 2025

If you enjoyed this episode, make sure to check out our podcast Whole Life Vs. Term Life

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Disclaimer:
All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, Ltd., a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.

Learn more about CarsonAllaria Wealth Management at https://carsonallaria.com/

Invest Wiser & Retire Better!

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Joe Allaria Certified Financial Planner

Joe Allaria is a CERTIFIED FINANCIAL PLANNER™, co-founder of CarsonAllaria Wealth Management (an independent RIA located in Glen Carbon, IL), and host of The Retirement Power Hour Podcast, where he helps educate the 50+ crowd on how to invest wiser and retire better.

For his numerous articles, Joe has been featured in the Wall Street Journal, USA Today.com, Yahoo Finance, Nasdaq.com, and Investopedia. He has also been a CERTIFIED FINANCIAL PLANNER™ professional since 2015.

Joe is also a husband, father of two boys, church musician, and avid golfer. He and his family reside in Glen Carbon, IL, a suburb of St. Louis, Missouri.