Upcoming Tax Law Changes with Nick DeVito, CFP - Part I

On this week's episode of Financial Planning: Explained", host Michael Menninger, CFP sits down with Nick DeVito, CFP. Nick is a financial planner at Menninger & Associates. This is the first of a three-part series on the upcoming tax law changes in 2025.
In this episode, Mike and Nick discuss a broad overview of the different types of taxes, with a focus on federal taxes. The two also discuss taxation based on investment types, and the history of tax brackets. This is a great episode for all, no matter what age.
For more information on Menninger & Associates Financial Planning, visit maaplanning.com
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0:03 - Introduction: "Welcome to Financial Plan and Explained"
0:19 - Introducing the Hosts: Mike Manager and Nick DeVito
1:01 - Overview of Taxation Entities
2:00 - Tax Planning Overview
2:56 - The Reality of Tax Planning Deadlines
5:15 - Overview of Investment Buckets
9:26 - The Role of Roth Accounts in Tax Planning
10:42 - Federal Budget Discussion
12:12 - Understanding the History of Tax Brackets
15:43 - Analysis of Tax Bracket Changes Over Time
18:39 - Traditional IRA & 401(k) Bucket
19:25 - Political Implications on Tax Policies
24:29 - Return and Tax Brackets History