The One Big Beautiful Bill: What Retirees Need to Know (Part 2)

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.

 

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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