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The new tax bill just passed, but will it actually help you? Let’s look at who stands to benefit, who might lose out, and the strategic moves to consider now while the rules are fresh. Scott returns with a detailed breakdown of what the “Big Beautiful Bill” means for retirees, especially those over age 65. Plus, Scott offers a Big Beautiful Bill Readiness Checklist – a quick, powerful tool to help you spot tax-saving opportunities and see how the BBB may impact your retirement.
Here’s what we cover in this episode:
🎉 Age 65+? You're in the tax sweet spot
💡 Use today's brackets to your advantage
🎁 Charitable giving gets extra credit
⏰ 2028 isn’t that far, plan before the window slams shut
Download the Big Beautiful Bill Readiness Checklist: https://listentoscott.com/wp-content/uploads/2025/07/Big_Beautiful_Bill_Readiness_Checklist.pdf
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📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
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