This week, we’re back to take a deeper dive into the One Big Beautiful Bill (OBBB). Don breaks down how this sweeping legislation impacts standard deductions, estate taxes, Roth conversions, charitable giving, and more. Tune in to learn why the years 2025–2028 might be your “golden window” for smart, tax-efficient planning, and how to take full advantage of it.
Here’s some of what we discuss in this episode:
💸 Extra deduction opportunities after age 65
🏡 Estate tax changes that benefit most retirees
🔁 Strategic Roth conversion window until 2028
💰 Avoiding costly Medicare surcharges
🧾 The hidden costs of becoming a single filer
Get in touch with Don and learn more: https://doncashpodcast.com/
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