In this episode of FIN-LYT by EWA, Matt Blocki and Chris Pavcic break down the key financial planning updates for 2025. They cover changes to 401(k) contribution limits, catch-up rules, SEP IRAs, HSAs, and more, explaining how inflation and legislation like the SECURE Act are driving these adjustments.
Matt and Chris provide actionable advice to help you take advantage of these updates, including tips on maximizing contributions early in the year and utilizing strategies like the mega backdoor Roth. They also address common mistakes to avoid, such as missing employer matches or overcontributing without understanding plan rules.
If you’re looking to start 2025 with a strong financial plan, this episode offers practical insights to help you stay on track.
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