Tax laws change constantly, but 2025 is shaping up to be a year where many pre-retirees could be caught off guard. While tax preparers often focus on filing your annual return, there are critical upcoming shifts that can impact your retirement plans long term. Some of these changes involve tax brackets, retirement account withdrawals, and looming sunset provisions in current laws. Without proactive planning, you might pay more in taxes than necessary or miss out on key opportunities to protect your savings. Here’s what tax preparers aren’t warning pre-retirees about in 2025 and what you need to know before it’s too late.
