2025 Retirement Planning Considerations + Market Update

January 16, 2025 401k Plan Professionals

Jenna Witherbee discusses retirement planning considerations for 2025, including ways to save and new limits, notable 2024 deadlines, pre-tax vs Roth contributions, and ways to get back on track.

And one of our regular guest presenters, Marta Rodriguez, with J.P. Morgan Asset Management, provides a timely market update for January 2025.

Phone: (952) 835-4485
Address: 7400 Metro Boulevard Suite #213 Edina, MN 55439
Email: jessica@401kplanprofessionals.com

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