CCR Insights

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5 Tax Strategies to Maximize Returns and Minimize Burdens

Learn how to boost returns and minimize taxes with five simple strategies.

Jan 2025 Market Outlook Banner

January 2025 Market Outlook

In 2025, potential policy shifts, including tariffs and deregulation, may impact the market. Although tariffs face criticism, they haven’t hindered S&P 500 growth historically. Previous deregulation efforts in energy led to poor performance. With a narrow majority in the House, policy changes may be challenging, prompting investors to stay cautious amid uncertainty.

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Social Security Says 2.5% COLA in 2025

Social Security beneficiaries will receive a 2.5% increase in 2025, per the Social Security Administration. The COLA adjustment will impact over 72.5 million beneficiaries. Beneficiaries will receive a new one-page COLA summary detailing the new benefits and the exact date the 2025 adjustment will start.

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2025 Federal Income Tax Charts

Don’t let tax season catch you off guard! Plan ahead with this chart that summarizes key tax info based on income levels.