What the “Big Beautiful Bill” Could Mean for Your Retirement
Автор: SecurusFinancial
Загружено: 2025-08-14
Просмотров: 164
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Big changes are on the horizon, and they could affect your retirement income, taxes, and estate plan. In this video, @John with @SecurusFinancial and @erinkennedy break down what’s in the new legislation (aka the “big beautiful bill”) and how retirees can prepare now to take advantage of the benefits or avoid potential pitfalls.
Two of the biggest takeaways affecting retirees: a possible reduction in your taxable income and a longer runway to take advantage of today's historically low tax rate, i.e., it's still a great time to consider a Roth Conversion.
If you'd like to talk through these changes with John, please call 858-758-9889 or visit www.GoSecurus.com
#SocialSecurity #RetirementPlanning #FinancialAdvisor #PolicyUpdate
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