You’ve probably heard about the “Big Beautiful Bill,” but what does it actually mean for your retirement plan? In this episode, Scott breaks down the real implications of the new legislation, beyond the headlines and political noise. He walks you through what changed, what didn’t, and the planning opportunities that smart retirees should be acting on now, while the tax rules are favorable.

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

📊 Tax brackets are staying lower- for now

🎁 New deduction for seniors 65+

🔁 Roth conversions are still a major planning opportunity

🏗️ 100% bonus depreciation for business owners and landlords

🚨 Some of these breaks expire in 2028- act while you can

Resources:

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