Important Numbers 2025

Financial planning numbers change every year, and even small adjustments can have a meaningful impact on taxes, retirement savings, and long-term planning decisions.

This guide summarizes the most important 2025 tax and retirement planning numbers, including updated tax brackets, retirement contribution limits, Social Security and Medicare costs, and estate planning exclusions.

Understanding these changes can help you make more informed decisions, especially when they’re viewed as part of a broader financial plan rather than in isolation.