If You're 65 Or Older, The 22% Tax Bracket Has Changed. Here's Everything You Need to Know

Описание: The One Big Beautiful Bill introduced a bonus deduction for those 65 and older that might change the way you do your tax planning. In this episode of Joe Knows Retirement, Joe breaks down the changes that have come with the new bonus deduction, and talks about how you can plan for these changes depending on your financial situation, especially if you have a pension and $1 million or more saved.

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Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.