New year tax changes, JR’s favorite cheat codes, new IRA and 401(k) limits. The purpose of this post is to help you get your financial plan off on the right foot for 2025 by raising awareness of helpful tax planning guides, new rules, and inflation-adjusted limits.
John “J.R.” Robinson is the owner/founder of Financial Planning Hawaii and Fee-Only Planning Hawaii and is a co-founder of personal finance software maker Nest Egg Guru.