Retirement DNA

Aaron Johnson

Duane and Aaron Johnson are co-founders of Bridger Financial Services.

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Retirement DNA

Episodes (40)

Jan 21, 2025 Episode 40: A Conversation about Tax
Oct 13, 2023 Episode 39: The Debt Ceiling and What It Means for Americans
Sep 29, 2023 Episode 38: How to Stop Stressing Over Money and Start Enjoying Retirement

Retirement DNA

Jan 21, 2025
16¼ minutes
22 MB

Takeaways: 1. No major changes for 2025 so far 2. IRA contributions remain the same, 401(k) and SEP IRA have had increases. 3. Most likely taxes on Social Security benefits will remain. Hopefully they will inflate the brackets to more current levels. They haven't been inflated since the 1980's. 4. If you own rental properties, be sure to deduct depreciation and recapture it when you sell. 5. Tax planning strategies. Tax loss harvesting on non-IRA accounts and Roth conversions to help lower taxes for the future.

Retirement DNA

Episode 40: A Conversation about Tax

Aaron Johnson

00:00 -16:12