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2025 IRA Rules

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Manage episode 500057490 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
IRAs are one of the topics that we are consistently asked about, partly because the rules change so frequently, but also because of the steep penalties the IRS puts in place to enforce those rules. Donna takes us through some of the most frequently asked IRA questions, including: What are the current contribution limits? How long can I continue to contribute? How does an IRA differ from a 401(k)? And more. Also on MoneyTalk, developing your distribution strategy, and retirement expectations vs reality. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 8/11/2025; Original Air Dates: 7/24/2023 & 7/14/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

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100 episodes

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iconShare
 
Manage episode 500057490 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
IRAs are one of the topics that we are consistently asked about, partly because the rules change so frequently, but also because of the steep penalties the IRS puts in place to enforce those rules. Donna takes us through some of the most frequently asked IRA questions, including: What are the current contribution limits? How long can I continue to contribute? How does an IRA differ from a 401(k)? And more. Also on MoneyTalk, developing your distribution strategy, and retirement expectations vs reality. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 8/11/2025; Original Air Dates: 7/24/2023 & 7/14/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

100 episodes

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