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How Does the Big Beautiful Bill Affect Your Retirement?
Manage episode 507203334 series 3675038
In this episode, we break down one of the most significant tax law changes in recent years—and how it could impact your financial future. From permanently low tax rates and shifting Roth conversion strategies, to inflation-adjusted deductions, charitable contribution updates, and gifting rules, this bill touches nearly every part of tax planning.
We’ll explore what these changes mean for your family, your wealth, and your ability to give—both during your lifetime and through your estate. You’ll also learn why timelines matter, since some provisions are immediate, while others don’t take effect until 2026. If you want to make smarter decisions around taxes, giving, and wealth preservation, this episode is for you.
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