One Big Beautiful Bill: Tax Changes Every Retiree Needs to Know with Brent Oliver (Ep. 15)

Retirement planning doesn’t exist in a vacuum, especially when tax laws are shifting. 

Dan Reese and guest Brent Oliver, Senior Wealth Advisor at Avery Wealth, break down the latest tax legislation and what it means for your future income, charitable giving, and estate plans.

From the extension of lower tax brackets to the expanded standard deduction and SALT cap increase, Dan and Brent cut through the noise to highlight some impactful changes for retirees and pre-retirees. They also explain how to leverage tax-smart strategies, like qualified charitable distributions, to help make the most of your retirement income.

What you’ll learn in this episode:

• How new tax brackets and deductions affect your retirement strategy
• The truth about the “senior boost” for deductions
• Charitable giving incentives and QCD benefits
• Estate tax updates and planning opportunities
• And more!

Resources:

• Carson Wealth Retirement Readiness Quiz
• Avery Wealth Insights

Connect with Dan Reese CFP®:

• Avery Wealth
• LinkedIn: Avery Wealth
• LinkedIn: Dan Reese

Connect with Brent Oliver: 

• Avery Wealth
• LinkedIn: Avery Wealth
• LinkedIn: Brent Oliver
• Phone: [phone]

About our Guest: 

Brent Oliver is a Senior Wealth Advisor based in Jackson, Michigan, with 11 years of experience in the field. As a CERTIFIED FINANCIAL PLANNER professional and Senior Wealth Advisor, Brent helps families identify and work towards achieving their financial goals. His comprehensive approach to wealth management helps families identify where they are today, where they want to be, and what gaps might prevent them from achieving all that is important to them. He has the heart of a teacher and works with clients to ensure they understand why strategies are being employed and how they can help families reach their goals.