Important 2025 Tax Updates
At Independent Wealth Solutions, we're committed to keeping you informed about important changes that could impact your retirement strategy. For 2025, updates to catch-up contribution rules may present new opportunities for your financial plan.
Key 2025 Tax Form Deadlines
To help you stay organized, here are the important dates for 2025 tax forms:
January 31, 2026: Delivery of Forms W-2 and 1099-NEC.
January 31, 2026: Delivery of Form 1099-R (retirement distributions).
February 15, 2026: Delivery of Forms 1099-B, 1099-DIV, and 1099-INT.
Mid-March 2026: Schedule K-1s generally available.
Note: Some financial institutions may issue corrected forms through March or April. If your investments are complex or you typically receive corrected forms, consider filing taxes after mid-April.
Plan Ahead for 2025
We’ve included a detailed table of updated contribution limits and income thresholds to help you maximize your savings. As your trusted financial advisors, we’re here to guide you through these changes and ensure your retirement strategy stays on track.
2025 IRS Tack Bracket Rates and Contribution Limits
Pay attention to the new catch-up for those aged 60-63.
Contact Us
Your financial future is our top priority. If you have any questions or would like to schedule a review meeting, don’t hesitate to reach out to Max or Ricky.
This information is current as of January 2025. For personalized tax advice, please consult your tax professional.
