“I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money.”
— Arthur Godfrey
At Connect Wealth, we believe that understanding your tax landscape is the first step to maximizing what you keep and minimizing what you owe—legally and wisely.
With 2025 underway, staying current on tax rates, contribution limits, and deduction thresholds can help you make informed decisions that align with your long-term financial goals. From capital gains and IRA contributions to Social Security thresholds and Medicare rates, it pays to stay informed.
That’s why we’ve compiled this 2025 Tax Facts at a Glance resource.
Inside, you’ll find up-to-date details on:
- Federal income tax brackets
- Retirement plan contribution limits
- Education and HSA incentives
- Capital gains and Medicare tax thresholds
- Gift and estate tax exemptions
- And more
These numbers can be powerful tools—if you know how to use them. That’s where we come in.
At Connect Wealth, we use sophisticated financial planning and tax software to help our clients align their investments and life decisions with current tax law. Whether you’re planning for retirement, navigating a life transition, or reviewing your estate plan, our team is here to guide you with clarity and confidence.
Want to explore your own planning potential?
Here is our 2025 Tax Facts at a Glance resource so you can start investing and planning with confidence.
For Connect Wealth customers, we rely on a financial planning and tax software to ensure you can invest and plan with confidence. You can access a free version.