Guiding you with Financial Planning Numbers for 2025
Financial Planning Taxes Retirement Planning Social SecurityOur financial planning chart provides information that includes key financial planning numbers for 2025. You can click on the image to view the 2-page chart.
New to 2025: Retirement Plan Contribution Numbers – For Baron Clients, reach out to your Baron Team to make sure you are maximizing your retirement savings.
- With the Secure 2.0 Act, there is an opportunity this year (2025) for anyone ages 60 – 63 to contribute an additional $11,250, on top of the $23,500 allowable contribution amount to their 401(k), 403(b), and or 457 retirement account. If you are not in that specific age bracket, but over 50, the catch-up contribution remains $7,500, even for those 64 and older.
In addition, our chart includes 2025 financial planning numbers for the following:
- Federal Income Tax Rates
- Long-Term Capital Gains Tax
- Standard Deduction
- Social Security
- Medicare
- Estate & Gift Tax
- Health Savings Account
Reference this chart for guidance with Important Financial Planning Numbers for 2025
(Click on the image to see a larger version of the entire chart)
As always, it is best to discuss your options with your personal financial advisor and/or tax professional who knows your specific circumstances.
Read more to learn how we can help with your financial planning.
If you have any further questions, please contact the Baron Financial Group Team.
Disclosure: This is a general communication being provided for informational purposes. This material is not intended to be relied upon as forecast, research, tax or investment advice. Past performance is no guarantee of future results. Every investment strategy has the potential for profit and loss. Please consult your financial planning and tax professional for personal advice.