The One Big Beautiful Bill: What Retirees Need to Know (Part 1)

The recently passed One Big Beautiful Bill (OBBB) is already reshaping the retirement planning landscape, and it’s left many pre-retirees and retirees wondering what it truly means for them. In this episode, Ben and Kaitlin break down the most talked-about provisions, like changes to tax brackets, the permanence of the standard deduction, and how “tax-free Social Security” headlines don’t always tell the whole story.

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

⚖️ Tax brackets remain unchanged for now

🏡 Standard deduction increases offer big relief, but only for some

⏳ Extra deductions for those over 65 will phase out after 2028

📰 Headlines can be misleading, so focus on your own personalized strategy

🔄 “Permanent” tax changes may still shift with future elections

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