Join guest hosts and financial experts Chet Cowart and Kristin Castello as they outline the big tax changes coming in 2025 on this episode of the Dollars & Sense Podcast! 🎙️

🗓️ Find out how the end of the Tax Cuts and Jobs Act will impact your tax rates and deductions. Plus, they break down the new catch-up contributions for retirement plans and HSAs, making saving a bit easier for everyone.
💡 Get the scoop on the new $600 threshold for Form 1099-K reporting, which could affect your online transactions. Plus, explore the fresh Roth options for employer matches and retirement plans.

Stay informed and ready for 2025 with Chet and Kristin!
#TaxChanges2025 #FinancialPlanning #DollarsAndSensePodcast 🎧💰

Top 10 Tax Changes of 2025 - What you need to know to save money and avoid penalties

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Dollars & Sense with Joel Garris of Nelson Financial Planning is Central Florida's longest-running radio program. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who changes lives through successful planning.

Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation.

Offering securities through Nelson Ivest Brokerage Services, Inc, Member FINRA, MSRB & SIPC. Please note that these broadcasts are intended for general informational purposes only as individual situations may vary. The views expressed are those of the speaker and are subject to change at any time. Statements made should not be relied upon as a recommendation or solicitation. When discussed, past performance is no guarantee or indication of future results.

Top 10 Tax Changes of 2025 - What you need to know to save money and avoid penalties

Nelson Financial Planning

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