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Tax Changes, Roth Moves & Renting in Retirement

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Manage episode 496245986 series 3432783
Content provided by Matt Hausman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Hausman 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.

💸 Ready to take control of your financial future?

📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman

What does the newly signed One Big Beautiful Bill (BBB) really mean for your taxes and your future? In this episode of Smart Money Questions, we will explain the most important tax changes in simple terms. From extended tax brackets to new deductions for seniors and enhancements to charitable giving, we’ll tell you what’s permanent (for now), what phases out, and what it all means for retirement planning.

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

📉 Current tax brackets extended—no 2026 “sunset” (for now)
🧓 New $6K deduction per person over 65
📦 SALT deduction cap raised from $10K to $40K
💸 Charitable deduction now allowed even if you don’t itemize
🏡 Selling the house and renting? Matt breaks down the pros, cons, and planning points

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - [email protected]

Set up a time to talk – http://SpeakWithMatt.com

  continue reading

217 episodes

Artwork
iconShare
 
Manage episode 496245986 series 3432783
Content provided by Matt Hausman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Hausman 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.

💸 Ready to take control of your financial future?

📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman

What does the newly signed One Big Beautiful Bill (BBB) really mean for your taxes and your future? In this episode of Smart Money Questions, we will explain the most important tax changes in simple terms. From extended tax brackets to new deductions for seniors and enhancements to charitable giving, we’ll tell you what’s permanent (for now), what phases out, and what it all means for retirement planning.

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

📉 Current tax brackets extended—no 2026 “sunset” (for now)
🧓 New $6K deduction per person over 65
📦 SALT deduction cap raised from $10K to $40K
💸 Charitable deduction now allowed even if you don’t itemize
🏡 Selling the house and renting? Matt breaks down the pros, cons, and planning points

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - [email protected]

Set up a time to talk – http://SpeakWithMatt.com

  continue reading

217 episodes

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