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The New Tax Law - What’s In It For Me?
Manage episode 493716507 series 3469266
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A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). And while most headlines are focused on politics, we’re focused on what it means for your retirement. The choices you make in the next year or two could have a significant impact on how much you keep and how much goes to Uncle Sam. Today, David breaks down key parts that are most likely to affect retirees.
Here’s some of what we discuss in this episode:
🧾 Why that viral Social Security headline needs clarification
📊 How a boosted standard deduction could potentially save you hundreds or even thousands
🧠 The Byrd Rule workaround Congress used to make it happen
🏠 Why SALT deduction changes matter more in high-tax states
🙌 How non-itemizers can now deduct up to $2,000 in giving
📅 Why 2028 is an important year to keep on your planning radar
For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.
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