See what’s ahead for inflation, taxes, inherited IRAs, and more.
Investment Strategy:
2025 Outlook: Meet the New Boss. Same as the Old Boss? ?
See how our leading experts interpret the news, trends, and opportunities this year already brings. In our 2025 market outlook, our Key Wealth Chief Investment Office team delves into the latest research and insights to help you navigate our evolving political landscape, inflation, tariffs, immigration, deregulation, tax policy, interest rates, and market and economic data so you can make informed decisions and grow your portfolio.
Tax Planning:
Comprehensive Key Numbers
These days when we talk about inflation, we likely discuss how much more we have been paying for food and gasoline. But inflation also should factor into our tax and financial planning for 2025. The Internal Revenue Service has announced the 2025 inflation adjustments for more than 60 tax provisions, including tax rate schedules and other tax changes. There have also been cost-of-living adjustments for 2025 to Social Security, Medicare, and Medicaid.
Investment Strategy:
Inherited IRA Rules: Navigating the Post-SECURE Act Landscape
Over the next 20 years, it is estimated up to $90 billion of generational wealth will pass on to heirs, some of which is underway now in the form of inherited IRAs.1
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Wealth Management:?
Map Your Retirement Years: Navigate the Go-Go, Slow-Go, and No-Go Phases
Retirement often consists of three phases with a different desired lifestyle for each:?
the Go-Go years, the Slow-Go years, and the No-Go years.?
We don’t know exactly how long each of these phases will last, but planning for retirement should factor in the spending needed to support your desired lifestyle at each phase. Once you see the connection between your spending priorities and the future growth of your estate, you can see what you may have left at the end of your projected lifetime and make informed wealth transfer decisions.
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If you are interested in learning more about how these topics affect your plan, please contact our advisory team. ?
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3 天前The tariffs will lead to increased prices and that inflation will lead to a serious decline in the stock market … it’s not real complicated … hard to know where to hide (gold, silver, cash …). Just a matter of time