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The Big Beautiful Bill: How New Tax Rules Could Transform Your Retirement

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Manage episode 513597417 series 3561345
Content provided by Impact Partnership and Brandon Bowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Brandon Bowen 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://player.fm/legal.

Could a new tax law change your retirement strategy? Brandon Bowen explores the impact of the One Big Beautiful Bill Act, revealing how new deductions, Roth conversions, and charitable moves can reshape your nest egg. Learn why timing matters, how income thresholds affect your benefits, and why Social Security filing is more complex than you think. Get practical insights on maximizing opportunities before they disappear, and discover how a proactive approach can help you keep more of what you’ve earned.

Like what you hear? Get a second opinion today: bowenwealth.com

Follow us on social media: YouTube | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

267 episodes

Artwork
iconShare
 
Manage episode 513597417 series 3561345
Content provided by Impact Partnership and Brandon Bowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Brandon Bowen 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://player.fm/legal.

Could a new tax law change your retirement strategy? Brandon Bowen explores the impact of the One Big Beautiful Bill Act, revealing how new deductions, Roth conversions, and charitable moves can reshape your nest egg. Learn why timing matters, how income thresholds affect your benefits, and why Social Security filing is more complex than you think. Get practical insights on maximizing opportunities before they disappear, and discover how a proactive approach can help you keep more of what you’ve earned.

Like what you hear? Get a second opinion today: bowenwealth.com

Follow us on social media: YouTube | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

267 episodes

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