What The “Big Beautiful Bill” Means for Your Retirement Plan

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A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). And while most headlines are focused on politics, we’re focused on what it means for your retirement. The choices you make in the next year or two could have a significant impact on how much you keep and how much goes to Uncle Sam. In this episode, Ryan unpacks the key changes and why they matter for your retirement.

Here’s what we discuss in this episode:

🌆 Good news for high-property-tax states

💵 Tax brackets extended, but don’t call them permanent

💰 “Senior Bonus” deduction… is this a good thing?

🧮 Social Security still taxed, despite misleading headlines

🔁 Roth conversions still alive, with no new limits, no income cap

 

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