The Top 5 Rule Changes That Could Affect Your Investments in 2025, Plus Should You Invest During All-Time Highs?

Join Arsenal Financial advisors Doug Orifice and Jeremy Vaille as they open up their relaxed office conversations about various financial topics for everybody to hear.  This episode dives into the changes coming in 2025 that will impact retirement planning and savings strategies for both individuals and business owners. They jump into:The "Mickey D's Law" increasing 401(k) catch-up contributions for certain ages.Small businesses and 401(k) auto-enrolling employees.Roth contribution options are now available in SEP and SIMPLE plans.If you inherited an IRA in recent years, talk to someone!Social Security not only isn't going anywhere, it's going up!A new Mythbuster segment where Jeremy busts the myth of avoiding investing during all-time highs. Then finish up with what Doug and Jeremy are looking forward to in 2025 and of course some dad jokes from Jeremy.Learn more about Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.