2025 Tax Changes Travelers Employees Should Know

Описание: Travelers’ retirement benefits are valuable—and understanding how the 2025 tax changes may impact your retirement income strategy is critical.

Many employees assume tax law updates won’t significantly affect their long-term plan. In reality, shifts in tax brackets, retirement account rules, and income thresholds can meaningfully impact how much you keep in retirement.

In this webinar, we break down what changed in 2025 and how those updates may influence 401(k) withdrawals, pension income planning, required minimum distributions (RMDs), and Social Security taxation. We also discuss how proactive tax planning before and during retirement can help create greater income efficiency over time.

Accurate information helps you make decisions that align with your long-term retirement goals 💡

👉 Want a one-on-one retirement consultation?
We offer retirement planning solutions designed specifically for employees of Travelers. If you’re within a few years of retirement—or already evaluating distribution strategies—now is the time to get clarity.

📅 Schedule a personal consultation at this link to review your Travelers pension options here: https://meetings.hubspot.com/michael-...

📧 Contact us via email at [email protected]

📚 For more resources visit https://www.farther.com/teams/trvl-fo...

Farther is not affiliated with or endorsed by Travelers.

This webinar was recorded in October 2025.

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