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Let's Talk about the Big Beautiful Bill (BBB)

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Manage episode 493653388 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment

The Big Beautiful Bill has officially passed, and Phil is here to bring you everything you need to know from a tax and retirement planning perspective. He dives into what really matters, starting with why the headlines and quick Google searches can be dangerously misleading.

He walks through what the bill actually says, what’s being misreported, and how these new tax laws—however long they last—can be a major opportunity when used strategically in retirement planning.

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

📉 TCJA tax rates are here to stay (at least for now)

💰 SALT deduction cap increased, but with income-based limits

👵 Seniors 65+ can claim an extra $4,000 deduction through 2028

🏥 Medicare recipients may now qualify to contribute to HSAs again

🧠 AI and headlines aren’t giving you the full story

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: https://bit.ly/3WdDG96

  continue reading

286 episodes

Artwork
iconShare
 
Manage episode 493653388 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment

The Big Beautiful Bill has officially passed, and Phil is here to bring you everything you need to know from a tax and retirement planning perspective. He dives into what really matters, starting with why the headlines and quick Google searches can be dangerously misleading.

He walks through what the bill actually says, what’s being misreported, and how these new tax laws—however long they last—can be a major opportunity when used strategically in retirement planning.

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

📉 TCJA tax rates are here to stay (at least for now)

💰 SALT deduction cap increased, but with income-based limits

👵 Seniors 65+ can claim an extra $4,000 deduction through 2028

🏥 Medicare recipients may now qualify to contribute to HSAs again

🧠 AI and headlines aren’t giving you the full story

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: https://bit.ly/3WdDG96

  continue reading

286 episodes

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