2025 Tax Changes That Could Impact Your Retirement

WRobert Amato shares three key 2025 tax law changes that could significantly impact retirees and pre-retirees. From the expanded SALT deduction to increased contribution limits and new benefits for those over 65, this update highlights how Compass Wealth Management helps clients adjust their plans with clarity, consistency, and personalized strategy.

-----------

This material is not intended to be relied on as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of October 8, 2025, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Compass Wealth Management to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investments involve risks.