January 8, 2025

Financial Issues with Shana Burt

In today's show, Shana Burt and Financial Advisor Jason MacDowell examine changes coming in 2025, particularly regarding the Tax Cuts and Jobs Act and employer-sponsored retirement plans. They review new contribution limits for 401(k)s and IRAs, as well as provisions from the SECURE Act 2.0 affecting catch-up contributions for specific age groups. The hosts emphasize the importance of understanding one's employer-sponsored plan options; including potential Roth 401(k) choices, and maintaining positive cash flow for savings. Become a Financial Issues Partner today! For $132 a year, you get full access to our stock picks, asset allocation models, and so much more. Join right here!

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Today's show is sponsored by Timothy Plan. Learn how you can invest in a God-honoring way through biblically responsible ETFs, mutual funds, and retirement plans. Visit Timothyplan.com for more.