Major Tax Changes Are Coming: What Retirees Need to Know about The New Law

Описание: Big decisions have been made in Washington that could directly impact your retirement income, tax planning, and estate strategies. Join Troy Sharpe, CFP®, and three advisors from the Oak Harvest team on Tuesday July 29th at 6pm CT as they unpack the latest developments, including the so-called "Big Beautiful Bill" and the looming expiration of the Tax Cuts and Jobs Act in 2026.
 
In this timely livestream, we’ll cover:
✔️ The key provisions in the “Big Beautiful Bill” and what it could change
✔️ What the end of the Tax Cuts and Jobs Act (TCJA) means for income brackets, deductions, and estate tax exemptions
✔️ How changes in tax rates could impact your Social Security, IRA withdrawals, and Roth conversion strategies
✔️ Timing strategies to consider before January 1, 2026
✔️ What proactive tax planning looks like under an uncertain political and tax environment
✔️ Why now may be the most important time to review your long-term retirement plan
 
We'll also be answering questions and raffling off two $100 gift cards throughout the livestream. You don’t want to miss this conversation — your tax future could depend on it. Tune in on July 29th!
 
Joining Troy, we have
➕ Ed Rossi CFP®, CTS™, CPWA®, NSSA®, CES™, Senior Financial Advisor
➕ Janice Whitten CFP®, CDFA®, Senior Financial Advisor
➕ Nicole Riney CFP®, Senior Planner
 
Submit your questions ahead of time here: https://click2retire.com/major-tax-ch...

Enter tonight’s raffle by signing up to receive our One Big Beautiful Bill Act Guide for retirees by email: click2retire.com/july-2025-raffle

Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or Click HERE: https://click2retire.com/upcoming-leg...
 
This content expresses the general views of Oak Harvest Financial Group and is for educational purposes only. It should not be considered an offer or solicitation to buy or sell securities, nor is it personalized investment, tax, or legal advice. Investing involves the risk of loss and past performance is never a guarantee of future returns. The strategies discussed may not be right for you, and your personal circumstances should be considered carefully before the adoption of any investment or tax strategy. Indexes such as the S&P 500 are not available for direct investment. Client portfolios are based on individual situations, objectives, and risk, and actions and ideas discussed will not apply to all client portfolios. Hypothetical scenarios do not reflect actual results and do not guarantee future results. Terms such as “Guaranteed,” “safety,” and “principal protection” refer to insurance products and are dependent on the financial strength and claims-paying ability of the issuing insurance company. Investment Advisory services provided through Oak Harvest Investment Services, LLC. Insurance services provided through Oak Harvest Insurance Services, LLC. Oak Harvest Financial Group is not affiliated with any government agency *****
 
Raffle Official Rules
1. No purchase necessary to win.
2. Eligibility. The drawing is open to all natural persons who are residents of the United States who are at least 18 years old at the time of entry. Employees and their respective immediate family members (spouse, parents, siblings, and children) and household members are not eligible. You will be excluded from the drawing if winning will result in you violating the Oak Harvest gift policy. The drawing is subject to federal, state, and local laws and regulations.
3. Sponsor. The drawing is sponsored by Oak Harvest Financial Group, located at 920 Memorial City Way, Suite 150, Houston TX 77024.
4. Agreement to rules. Participation in the drawing constitutes full and unconditional agreement to and acceptance of these Official Rules and the decisions of the Sponsor, which are final and binding. Winning a prize is contingent upon being compliant with these Official Rules. The Sponsor reserves the right to refuse, withdraw, or disqualify an entry at any time at the Sponsor’s sole discretion. By entering this drawing, you represent and warrant that you are eligible to participate based on the eligibility requirements.
5. Entry period. Entries will be accepted July 29, 2025 between 6:00pm CT and 6:45pm CT. Entries submitted before or after the entry period will be disqualified.
6. How to enter. Sign up during the Oak Harvest YouTube Livestream by completing the official entry form. Limit one (1) entry per person.
7. Winner selection. Winner(s) will be selected on July 29, 2025 during the Livestream and will be randomly selected for a chance to win a $100 restaurant gift card.
8. Privacy. Information collected from entrants will not be shared and is subject to the Oak Harvest Privacy Policy which can be found at www.oakharvestfg.com