The “One Big Beautiful Bill” may be a mouthful, but it brings major changes for retirees. In this follow-up episode, Ben and Kaitlin dive deeper into how the new tax law impacts retirement planning strategies.

They discuss expanded standard deductions for those over 65, the long-term effects on required minimum distributions (RMDs), and how Roth conversions can help manage future taxes.

They also cover considerations like legislative changes, SALT deductions, and potential effects on Medicare costs. If you’re approaching retirement, you’ll learn why acting now, rather than waiting, may be the smartest way to maximize what this bill offers. Tune in to see where opportunities might be hiding!

Here’s some of what we discuss in this episode:

📊 Updates to tax brackets and standard deductions

🕰️ Why today’s tax moves affect future RMDs

🔄 Roth conversion opportunities under OBBB

⚖️ Key considerations like SALT deductions and legislative changes

💡 Why a personalized plan is important for long-term retirement success

 

 

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