Retirement rules continue to evolve, and 2025 brings several important updates that could affect how much you save, when you access your funds, and how you manage taxes in retirement. Recent changes under the SECURE 2.0 Act have increased contribution limits, introduced new catch-up opportunities for older savers, and pushed back the age for required minimum distributions (RMDs).

Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...