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Boost Your Retirement Strategy: What The One Big Beautiful Bill Might Mean For Your Money
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Transform your financial future with Wes Moss and Jeff Lloyd in this action-focused episode of the Money Matters Podcast. Break down the newly passed "One Big Beautiful Bill" and explore its potentially wide-ranging impact on taxes, retirement planning, and long-term financial flexibility.
• Examine what OBBB means for future tax rates.
• Take advantage of higher SALT deduction limits, potentially reducing your tax burden.
• Utilize new tax treatment for tips and overtime income, helpful for both retirees and part-time earners.
• Accelerate business growth with expanded immediate expensing for investments.
• Plan more confidently for the future with a higher estate tax exemption.
Understand how these changes may create new planning opportunities—and why markets seem to remain resilient despite fiscal uncertainty.
🎧 Listen and subscribe, and start building a future you can feel good about. Visit yourwealth.com to connect with the Money Matters team.
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