513: The One Big Beautiful Bill Act: What It Really Means for Your Retirement Taxes
What does the “One Big Beautiful Bill Act” mean for your retirement? Find out how the latest tax legislation—from permanent TCJA extensions to surprising changes in charitable giving, Social Security taxation, 529 plan use, and more—could affect your tax strategy for years to come.
In this episode, we discuss:
- Updated inflation adjustments
- Capital gains nuance
- Enhanced standard deduction for seniors
- Social Security misconceptions
- New “below-the-line" deductions
Today's article is from the Kitces.com blog titled, Breaking Down The “One Big Beautiful Bill Act”: Impact Of New Laws On Tax Planning. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
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