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Making Finances Simple. Changing Lives.

2/5/2025

Tax & Financial Data for 2025

Here’s our yearly Tax & Financial Data form with 2025 updates.
Click the image below to view key info on retirement plan contributions, tax rate schedules, capital gains rates, important tax dates, and more!
 
NOTE: the form is 2 pages/double-sided.
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Feel free to contact us with questions...we’re here to help!

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​​© 2025 Peshke Financial Inc., all rights reserved. NMLS #2244878. DRE #02210589. "Making Finances Simple. Changing Lives." is a registered trademark with USPTO. Material contained in this website is for informational purposes only and is not meant to be construed as direct financial advice for your specific situation. It is recommended that you consult with your own advisors for any personalized financial guidance. Since we’re not licensed attorneys, we cannot provide legal advice. As such, any info contained in this website should not be construed as direct legal advice. Individual Licensure (see profiles) - click here. Send Docs Securely - click here. Privacy Policy - click here.