2025 Financial Planning Guide
Financial planning is a complex process that involves understanding crucial figures related to investments, retirement, taxes and estate planning. To assist you in planning for a financially successful 2025, we have created a helpful tool that list the important numbers you should refer to. However, please keep in mind that these specific numbers may not align with your tax filing status. If you have any questions, please do not hesitate to contact us directly or consult with your tax professional.

* Must aggregate employee contributions to all 401(k), 403(b), SAR-SEP, and SIMPLE plans of all employers. 457(b) plan contributions are not aggregated. For SAR-SEPs, the percentage limit is 25% of compensation reduced by elective deferrals (effectively, a 20% maximum contribution).
https://www.irs.gov/newsroom/irs-releases-tax-inflation-adjustments-for-tax-year-2025