Videos

Video thumbnail for 2025 Retirement Savings Limits
00:51
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2025 Retirement Savings Limits

📈 2025 = Bigger Retirement Opportunities! 💼💰 The IRS has new contribution limits in 2025—and it’s the perfect time to supercharge your savings: 💸 401(k), 403(b), 457 Plans: Contribute up to $70,000 total (employee + employer combined) 🏦 IRA Savers: Still capped at $7,000 annually $1,000 catch-up if you’re over 50 📉 Plus ...
YouTube
· 11 days ago
Video thumbnail for 3 Simple Moves to Level Up Your Financial Game in 2025
03:27
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3 Simple Moves to Level Up Your Financial Game in 2025

What would life look like if you never had to worry about your own finance? Here are 3 simple strategic money moves that can set you up for long-term success, freedom, and peace of mind in 2025 and beyond: 1. Roth IRA • Contribution Limit (2025): $7,000/year ($8,000 if 50+) • Withdrawal Age: 59½ for tax-free distributions • Tax Advantage ...
YouTube
· 3 days ago
Video thumbnail for JUST IN: Trump's NEW Social Security Order – Key 2025 Changes Revealed
10:06
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JUST IN: Trump's NEW Social Security Order – Key 2025 Changes Revealed

Learn how President Trump’s new executive order is changing Social Security access, policies, and values in 2025. Discover how in-person service, cost-saving measures, and the removal of DEI programs could affect your benefits. In today's news update, learn how President Trump’s new Social Security order is changing how benefits are ...
YouTube
· 10 days ago
Video thumbnail for 💰 Roth IRA 2025 Contribution Limits 💰Wondering how much you can contribute to your Roth IRA in 2025? Here's a quick breakdown of the limits, income thresholds, and what you need to know to take full advantage of that tax-free growth! | Finance Made Simple  | Facebook
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💰 Roth IRA 2025 Contribution Limits 💰Wondering how much you can contribute to your Roth IRA in 2025? Here's a quick breakdown of the limits, income thresholds, and what you need to know to take full advantage of that tax-free growth! | Finance Made Simple | Facebook

Finance Made Simple . Finance Made Simple · Original audio. 💰 Roth IRA 2025 Contribution Limits 💰Wondering how much you can contribute to your Roth IRA in 2025? Here's a quick breakdown of the limits, income thresholds, and what you need to know to take full advantage of that tax-free growth!
facebook.com
· 5 days ago
Video thumbnail for How Much Can You Save in a 403B for 2025?
02:13
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How Much Can You Save in a 403B for 2025?

Maximize your retirement savings in 2025 with the latest updates on 403(b) contribution limits! In this video, we break down the new Standard Elective Deferral Limit of $23,500, along with enhanced Catch-Up Contributions for those aged 50 and over, and even more for those aged 60 to 63. Learn how these changes from the SECURE 2.0 Act can boost ...
YouTube
· 4 days ago
Video thumbnail for IRS unveils IRA contribution limits for 2025
Icon for www.nbcnewyork.comnbcnewyork.com › news

IRS unveils IRA contribution limits for 2025

The IRS has announced IRA contribution limits for 2025. Here’s what investors need to know.
NBC New York
· Nov 1, 2024
Video thumbnail for IRS Hikes Various Retirement Account Limits for 2025
01:05
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IRS Hikes Various Retirement Account Limits for 2025

Retirement savers get a boost as the IRS announces increased contribution limits for 2025. Discover how these adjustments can maximize your tax-advantaged savings and secure your financial future.
Microsoft News
· Feb 25, 2025
Video thumbnail for Roth IRA vs Traditional IRA: Which Is Better?
09:48
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Roth IRA vs Traditional IRA: Which Is Better?

Roth IRA vs Traditional IRA: Which one is better? In today's video we examine the similarities and differences between these two powerful retirement accounts, so we'll answer whether you should open a Roth IRA or Traditional IRA! Resources for the video: https://www.bankrate.com/finance/taxes/when-ok-to-tap-ira-1.aspx https://bit.ly/3m6blNm ...
YouTube
· Oct 20, 2020
Video thumbnail for After-Tax IRA Contributions and Roth Conversions
10:49
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After-Tax IRA Contributions and Roth Conversions

After-Tax IRA Contributions and the Pro Rata Rule and Backdoor Roth. Roth IRA Contribution limits and IRA Deductibility limits. Lane's Book The Holistic Retirement Planning Revolution https://www.amazon.com/dp/1733593918/ ... Contact Us https://martinsenwealth.com/
YouTube
· May 13, 2021
Video thumbnail for Why Should I Choose A Roth 401(k) Over Traditional?
04:17
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Why Should I Choose A Roth 401(k) Over Traditional?

💵 Start eliminating debt for free with EveryDollar - https://ter.li/3w6nto 📞 Have a question for the show? Call 888-825-5225 Weekdays from 2-5pm ET or send us a message - https://www.ramseysolutions.com/shows/the-ramsey-show/email Next Steps: 📈 Are you on track with the Baby Steps? Get a Free Personalized Plan - https://ter.li/5h1r0i ...
YouTube
· Sep 1, 2019
Video thumbnail for IRS Hikes Various Retirement Account Limits for 2025
01:05
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IRS Hikes Various Retirement Account Limits for 2025

Retirement savers get a boost as the IRS announces increased contribution limits for 2025. Discover how these adjustments can maximize your tax-advantaged savings and secure your financial future.
Microsoft News
· Jan 28, 2025
Video thumbnail for Becoming a Millionaire: Roth IRA vs 401K (What makes the MOST PROFIT)
11:07
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Becoming a Millionaire: Roth IRA vs 401K (What makes the MOST PROFIT)

Here’s a topic that’s been coming up a LOT recently, and this is an extremely confusing decision: What’s better to invest in - Roth IRA or a Traditional 401k? Here’s my thoughts, enjoy! Add me on Instagram: GPStephan LIMITED TIME: Get 2 FREE STOCKS ON WEBULL when you deposit $100 (Valued up to $1850): https://act.webull.com/k ...
YouTube
· Mar 22, 2019
Video thumbnail for What is a MEGA BACKDOOR ROTH IRA contribution?
12:06
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What is a MEGA BACKDOOR ROTH IRA contribution?

This video explains in detail what the Mega Backdoor Roth IRA contribution is: a way to bypass the contribution limit on Roth IRAs (which is $6,000 in year 2021) and stash even more of your cash away in a tax advantaged account. It makes use of a special type of 401(k) contribution, called "after-tax" contribution (I always clarify it is "after ...
YouTube
· Jul 28, 2017
Video thumbnail for Roth IRA Contribution Limits for 2020 and 2021
13:30
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Roth IRA Contribution Limits for 2020 and 2021

Roth IRA Contribution Limits for 2020 and 2021. Discusses the maximum contribution amounts for each year, catch-up contributions, MAGI income limits and phaseouts, spousal Roth IRAs and more! Links in this video: Retirement Planning Insights - https://www.tenonfinancial.com/newsletter Taxes in Retirement - https://www.facebook.com/groups ...
YouTube
· Dec 21, 2020
Video thumbnail for 401(k) and IRA 101
05:14
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401(k) and IRA 101

In this video, you'll learn everything you need to know about retirement accounts such as 401(k)s, 403(b)s, and IRAs! We cover the difference between Roth and Traditional retirement accounts, when to choose an IRA over a 401(k), what happens to your 401(k) when you leave your company, and much more!
YouTube
· Aug 3, 2016
Video thumbnail for IRS raises retirement contribution limits for 2025: Here’s what to know #shorts
01:00
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IRS raises retirement contribution limits for 2025: Here’s what to know #shorts

IRS raises retirement contribution limits for 2025: Here’s what to know #shorts #yahoofinance #finance #news #youtubeshorts #youtube #shorts #shortsvideo #investingforbeginners #investing #stockmarket #stocks #stockoptions #stockoptionstrading #irs #401k #retirement #2025 #retirementplanning #retirementstrategy #retirementgoals # ...
YouTube
· Nov 5, 2024
Video thumbnail for Beginner's Guide to Retirement Plans (401k, IRA, Roth IRA / 401k, SEP IRA, 403b)
11:05
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Beginner's Guide to Retirement Plans (401k, IRA, Roth IRA / 401k, SEP IRA, 403b)

I give an overview of the differences between all these retirement plans - the 401k, IRA, Roth formats of both (Roth 401k and IRA), as well as the SEP IRA and 403b. I also touch on rollovers, how you can take a loan from your retirement account for your first home purchase, taxes, and more! This is a COMPLETE guide for beginner's on the ...
YouTube
· Mar 24, 2020
Video thumbnail for 5 Roth IRA Mistakes That Cost You $$$
11:25
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5 Roth IRA Mistakes That Cost You $$$

Let's discuss the 5 most common mistakes when it comes down to the Roth IRA and investments in it. A Roth IRA is an individual retirement account where your gains are Tax Free. 🖌 Links: 🐪 Hump Days Newsletter https://humpdays.substack.com ️ Join the Patreon Community https://whop.com/c/critical-wealth/ytd 🗞 Follow My Twitter https ...
YouTube
· Feb 1, 2021
Video thumbnail for How to Start Investing in 2025: A Beginner's Step-by-Step Guide
04:55
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How to Start Investing in 2025: A Beginner's Step-by-Step Guide

Unlock Your Financial Future: Start Investing in 2025 Are you ready to take control of your financial destiny? In this comprehensive guide, we walk you through the essential steps to begin investing in 2025. Whether you're a complete beginner or looking to refine your investment strategy, this video provides actionable insights to help you ...
YouTube
· 1 day ago
Video thumbnail for New 401(k) and IRA contribution limits announced
02:08
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New 401(k) and IRA contribution limits announced

TheStreet’s Conway Gittens brings you the biggest news of the day, including what investors are watching and how your retirement planning might change in 2025.
Microsoft News
· Nov 4, 2024
Video thumbnail for 2025 401(k) and IRA contribution limits: What you need to know
Icon for www.thestreet.comthestreet.com › video

2025 401(k) and IRA contribution limits: What you need to know

The IRS has release new information about how much you can contribute to your retirement plans in 2025.
thestreet.com
· Nov 4, 2024
Video thumbnail for IRA Contribution Limits 2025 | What You Need to Know?
00:57
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IRA Contribution Limits 2025 | What You Need to Know?

The Internal Revenue Service (IRS) has announced the IRA contribution limits 2025. Watch our video for all the details! → More details on IRA contribution limits here: https://www.itrustcapital.com/learn/ira-contribution-limits-2025-what-you-need-to-know?utm_source=itc_internal&utm_medium=youtube&utm_campaign=article&utm_content=video &utm ...
YouTube
· Jan 8, 2025
Video thumbnail for Roth IRA Contribution Limits in 2023 and 2024 | The Motley Fool
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Roth IRA Contribution Limits in 2023 and 2024 | The Motley Fool

Get the IRS's most recent annual Roth IRA contribution limit and find out whether your contributions are further limited based on your modified adjusted gross income.
fool.com
· Oct 21, 2020
Video thumbnail for How tax brackets affect what you pay in income taxes
01:52
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How tax brackets affect what you pay in income taxes

Contribution limits for 401(k) and other workplace retirement plans rise for 2025. Sixty- to 63-year-olds get a super contribution for the first time.
USATODAY
· Nov 3, 2024
Video thumbnail for How To Invest with a Roth IRA 2023 [FULL TUTORIAL]
14:58
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How To Invest with a Roth IRA 2023 [FULL TUTORIAL]

Open a Roth IRA with Webull and get up to 12 FREE stocks (*limited time deal): https://a.webull.com/i/CharlieChangExclusive In this video, I am taking you step by step through how to open up a Roth IRA retirement account and start investing for beginners. A Roth IRA can be one of the smartest tax advantaged accounts to use, and I'll give you ...
YouTube
· May 12, 2021
Video thumbnail for How a Backdoor Roth Contribution works - bypass income limits!
06:26
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How a Backdoor Roth Contribution works - bypass income limits!

What is a backdoor Roth? How does a Backdoor Roth Contribution work? After watching this video you will know the answer! If you make too much money (over the income limit) to contribute to a Roth or to take a deduction for your Traditional IRA, you may still be able to take advantage of the Backdoor Roth IRA contribution. This video explains ...
YouTube
· Apr 15, 2017
Video thumbnail for SEP IRA Explained: HUGE Tax Savings for Self-Employed Individuals!
08:09
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SEP IRA Explained: HUGE Tax Savings for Self-Employed Individuals!

The SEP IRA is a simple way to invest into your retirement while reaping HUGE tax benefits. Become a Tax Client: https://mycpacoach.com/tax-planning-services/ The SEP IRA allows business owners to deduct up to $58,000 and put that money towards retirement. This is thousands of dollars more than the $6,000 contribution limit that a standard ...
YouTube
· Apr 14, 2021
Video thumbnail for What Happens If You Hit the Roth IRA Income Limit?
03:24
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What Happens If You Hit the Roth IRA Income Limit?

What Happens If You Hit the Roth IRA Income Limit? Take Your Finances to the Next Level ️ Subscribe now: https://www.youtube.com/c/MoneyGuyShow?sub_confirmation=1 Download FREE Financial Resources from the show ️ https://www.moneyguy.com/resources/ Sign up for the Financial Order of Operations course ️ https://learn.moneyguy.com/ Our ...
YouTube
· May 9, 2021
Video thumbnail for Social Security Announces Major Change for 2025 | Online Access Update
09:30
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Social Security Announces Major Change for 2025 | Online Access Update

Learn how to securely access your Social Security number online and why this new SSA update, introduced during the Trump administration in 2025, matters for your identity and personal security. Discover how this change impacts daily life, future digital services, and the safety of your personal information. In today's update, learn how a major ...
YouTube
· 4 days ago
Video thumbnail for IRS Announces Higher Retirement Plan Limits for 2024
07:38
Icon for www.thestreet.comthestreet.com › retirement-daily

IRS Announces Higher Retirement Plan Limits for 2024

The Internal Revenue Service (IRS) has announced several increases to retirement plan limits for 2024, including higher contribution limits for 401(k), 403(b), and IRA plans.
thestreet.com
· Nov 2, 2023
Video thumbnail for Retirement Savers Get a Boost: IRS Increases 2025 Contribution Caps
01:05
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Retirement Savers Get a Boost: IRS Increases 2025 Contribution Caps

The IRS is raising contribution limits for several retirement accounts in 2025. Find out how these changes could help you save more for your golden years.
Microsoft News
· Jan 24, 2025
Video thumbnail for New 401(k) and IRA contribution limits announced
02:08
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New 401(k) and IRA contribution limits announced

TheStreet’s Conway Gittens brings you the biggest news of the day, including what investors are watching and how your retirement planning might change in 2025.
Microsoft News
· Nov 4, 2024
Video thumbnail for Retirement Savers Get a Boost: IRS Increases 2025 Contribution Caps
01:05
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Retirement Savers Get a Boost: IRS Increases 2025 Contribution Caps

The IRS is raising contribution limits for several retirement accounts in 2025. Find out how these changes could help you save more for your golden years.
Microsoft News
· Nov 29, 2024
Video thumbnail for IRA Explained In Less Than 5 Minutes | Simply Explained
04:40
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IRA Explained In Less Than 5 Minutes | Simply Explained

You've heard of Traditional and Roth IRAs, but you don't quite know what exactly an IRA is? Let us help you out! Follow us on Facebook and Instagram: Facebook: facebook.com/strategicwealthdesigners Instagram: instagram.com/strategicwealthdesigners As always, the team at Strategic Wealth Designers are proud to be independent fiduciary financial ...
YouTube
· Aug 24, 2021
Video thumbnail for 401k Contribution Limits 2020
08:58
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401k Contribution Limits 2020

In this video I'm explaining the 401k contribution limits for 2020 and the traditional IRA contribution and income limits for 2020. I'm also comparing the 2020 limits to the 2019 401k and IRA contribution limits. ///////////////////////////////////////////////// Get answers FASTER... Join this channel to get access to perks: https://www.youtube ...
YouTube
· Dec 12, 2019
Video thumbnail for Spousal IRA Contribution non-working spouse (or retired) explained
05:56
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Spousal IRA Contribution non-working spouse (or retired) explained

If 1 spouse is working and 1 spouse is non-working (or retired), contributing to a Spousal IRA could benefit both your retirement and your taxes. In this video I explain spousal IRA contributions, rules, and tax strategies How to Retire Early – 5 Tips: https://youtu.be/fPSqBQm3eiE Website: https://sierensfinancialgroup.com/ FB: https://www ...
YouTube
· Aug 25, 2020
Video thumbnail for 401K/IRA 2025 NEW CONTRIBUTION LIMITS
00:46
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401K/IRA 2025 NEW CONTRIBUTION LIMITS

2025 CONTRIBUTION LIMITS 📈 401(k) contribution limits are increasing by $500 to $23,500 for 2025.💼 If you're between 50-59 or 64 and older, you can contribute up to $31,000.👵 60-63? Your limit jumps to $34,750!💰 Roth IRAs and traditional IRAs are staying the same, with a $7,000 limit for those under 50 and $8,000 for those over 50 ...
YouTube
· Jan 9, 2025
Video thumbnail for IRS raises 401(k), retirement contribution limits for 2025
01:19
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IRS raises 401(k), retirement contribution limits for 2025

The IRS (Internal Revenue Service) has made adjustments for the amounts taxpayers can put away for retirement. Starting on Jan 1, 2025, most workers can put an additional $500 per year towards retirement, increasing the annual contribution limit for those with 401(k), 403(b), government 457 plans, and the federal government's Thrift Savings ...
Yahoo
· Nov 4, 2024
Video thumbnail for 2025 Simple IRA Contribution Limits
00:58
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2025 Simple IRA Contribution Limits

Wondering about the 2025 contribution limits for Simple IRAs? This video breaks down the updated limits and what they mean for your retirement planning. Whether you're an employee or employer, understanding these changes can help you make the most of your savings strategy. Learn how increased contribution limits can boost your retirement nest ...
YouTube
· Feb 11, 2025
Video thumbnail for The biggest traditional IRA tax mistake and how to avoid.
08:56
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The biggest traditional IRA tax mistake and how to avoid.

Usually, we talk about income limits for the Roth IRA but today we're looking at a big tax mistake retirement investors make with the income limits on the traditional IRA. While there is no income limits on contributions there is an income limit on the deduction you get if you are covered by a retirement plan at work and today we'll help you ...
YouTube
· Mar 11, 2020
Video thumbnail for Roth IRA: What It Is and How to Open One
Icon for www.investopedia.cominvestopedia.com › terms

Roth IRA: What It Is and How to Open One

A Roth IRA is a special individual retirement account (IRA) in which you pay taxes on contributions, and then all future withdrawals are tax-free.
investopedia.com
· Jan 1, 2009
Video thumbnail for I'm 65 Years Old With $1.4 Million In IRA's - Should I Do A Roth Conversion?
21:04
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I'm 65 Years Old With $1.4 Million In IRA's - Should I Do A Roth Conversion?

In this episode, Troy Sharpe, CFP®, takes a look at a 65 year old with $1.4 Million in IRA's to see if doing a Roth Conversion is applicable for his situation. The tax reform that made it through congress in January of 2018, known as the Tax Cuts and Jobs Act of 2017, created potentially excellent opportunities to strategically plan for Roth ...
YouTube
· Jun 24, 2021
Video thumbnail for IRS Releases NEW 2025 401K, IRA, and HSA Limits. What You Need To Know
13:51
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IRS Releases NEW 2025 401K, IRA, and HSA Limits. What You Need To Know

Here are the NEW 2025 Contribution Limits for 401K, IRA, and HSA plans Apply to Become a Client: https://mycpacoach.com/contact/ The IRS just announced new updates to IRAs, 401Ks, HSAs, and related accounts for 2025, which will impact millions of taxpayers who use these accounts. There are new contribution limits, which means larger tax ...
YouTube
· Nov 7, 2024
Video thumbnail for Roth IRA: Rules, Contribution Limits, and How to Get Started | The Motley Fool
10:20
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Roth IRA: Rules, Contribution Limits, and How to Get Started | The Motley Fool

A Roth IRA allows you to save for retirement and withdraw your savings tax-free. Learn how a Roth IRA works and whether one is right for you.
fool.com
· Aug 6, 2020
Video thumbnail for How to fix excess contribution to IRA's or Roth IRA's.
07:26
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How to fix excess contribution to IRA's or Roth IRA's.

There are many reasons one could have what is known as an excess contribution to an IRA or a Roth IRA. The most common is simply that you contribute more than the Roth IRA contribution limit. Well, the IRS has pretty specific rules about how to fix an excess contribution and today we will review them. We're an investing service that also helps ...
YouTube
· Feb 28, 2020
Video thumbnail for Understanding a Traditional IRA vs. Other Retirement Accounts
Icon for www.investopedia.cominvestopedia.com › terms

Understanding a Traditional IRA vs. Other Retirement Accounts

Understanding a traditional IRA vs. other retirement accounts will help investors better prepare by choosing the correct retirement account for their needs.
investopedia.com
· Jan 1, 2009
Video thumbnail for Retirement Plans Explained: 401(k), Roth IRA, and More.
03:08
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Retirement Plans Explained: 401(k), Roth IRA, and More.

Saving for retirement is great, and there are many types of retirement accounts that can help you get there. This is a high-level guide to some of the most common retirement plans out there, including an employer-sponsored (401)K, IRA and more. NerdWallet editor Arielle O'Shea shares the basics of each type of retirement account so that you can ...
YouTube
· Oct 26, 2020
Video thumbnail for Should I Max Out My 401(k)? - Elder Care Support Network
03:21
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Should I Max Out My 401(k)? - Elder Care Support Network

Should I Max Out My 401(k)? In this informative video, we’ll discuss the important topic of 401(k) contributions and how they relate to retirement planning, particularly for those concerned about elder care. We’ll cover the contribution limits for 2025, including the additional amounts available for those aged 50 and older. Understanding ...
YouTube
· 5 days ago
Video thumbnail for New 401(k) and IRA contribution limits announced
02:08
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New 401(k) and IRA contribution limits announced

TheStreet’s Conway Gittens brings you the biggest news of the day, including what investors are watching and how your retirement planning might change in 2025.
Microsoft News
· Nov 4, 2024
Video thumbnail for IRA 101: Contributions
07:27
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IRA 101: Contributions

This video defines what an IRA (Individual Retirement Arrangement) is and goes over the rules for contributing to Traditional and Roth IRAs. 2024 UPDATE: The IRA Contribution limit has been increased to $7,000 ($8,000 if over age 50) Traditional IRA Deductibility AGI Phaseouts: Taxpayer covered by an employer plan: S/HOH: $77,000 - $87,000. MFJ ...
YouTube
· Mar 25, 2021