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The Big Beautiful Bill: What Retirees Really Need to Know
Episode 50
Published 11 months, 3 weeks ago
Description
Congress just passed Trump's “The Big Beautiful Bill," but what does it actually mean for your retirement?
In this episode, Josh Bretl and his co-host, Mark Elliott, break down the biggest tax law changes in decades, including updates to the standard deduction, SALT caps, Roth conversion windows, and even taxation on tips.
Plus, they explore how retirees can take advantage of new planning opportunities, avoid common spending traps, and prepare for the evolving stages of retirement.
It’s lighthearted, helpful, and full of real talk about what retirees need to be thinking about in this new financial landscape.
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