Congress is debating changes to the Roth IRA that could affect how Americans save for retirement. In this video I walk through three moves worth making now — before any new law takes effect.
First, max out your 2025 contributions ($7,000 limit) while the current rules still apply.
Second, talk to a CPA who actually understands tax strategy, not just someone who files your return.
Third, stay informed — this bill is still being debated and what eventually passes may look very different from the current proposals.
If you have a Roth IRA or you've been thinking about opening one, now is not the time to wait and see.
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📌 Topics covered:
↳ Roth IRA 2025 contribution limits
↳ What Congress is proposing and who it affects
↳ Three moves to make before the rules change #short
