In this episode, Gabriel Shahin, CFP®, highlights key financial and tax planning updates for 2025 and beyond, emphasizing critical changes that may occur in 2026 if current tax provisions expire. From retirement account contribution limits and estate tax thresholds to Social Security updates and Medicare premiums, Gabriel shares how these shifts can affect individuals across various income levels.

He also offers proactive guidance on strategies to optimize retirement contributions, manage tax liabilities, and prepare for future changes to tax brackets, estate exemptions, and the Tax Cuts and Jobs Act. Whether you’re planning your legacy, managing income, or running a business, this episode provides practical insights to help protect your financial well-being.
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