How the “Big Beautiful Bill” Could Impact Your Retirement

• Maximize New Tax Breaks: Discover how the $6,000 senior bonus deduction could slash your taxable income and potentially eliminate taxes on your Social Security benefits—saving you thousands through 2028.

• Boost Your Savings: Uncover strategies to leverage the permanent 2017 tax cuts and increased standard deductions to keep more money in your pocket.

• Protect Your Healthcare: Understand the impact of Medicaid cuts and ACA subsidy changes, plus actionable steps to secure affordable coverage before and after Medicare eligibility.

• Plan Your Legacy: Learn how the $15 million estate tax exemption can simplify wealth transfers and benefit your heirs tax-free.

• Use 529 Plans Smarter: Explore new tax-free withdrawal options for education and caregiving expenses to support your family without penalties.

• Navigate Social Security Risks: Get ahead of the program’s looming 2032 insolvency with strategies to diversify your income and protect your benefits.

• Prepare for Future Changes: Stay informed about potential new rules on Roth IRA and 401(k) withdrawals to safeguard your retirement nest egg.

• Act Before It’s Too Late: Learn why you need to act now to capitalize on temporary deductions expiring in 2028 and avoid costly surprises.

Don’t let the complexities of the One Big Beautiful Bill Act catch you off guard. Download your free copy today!