Go offline with the Player FM app!
The Good, the Bad, and the Ugly of the OBBBA
Manage episode 497737587 series 2653925
With the OBBBA now signed into law, we’re sitting down to walk through the good, the bad, and the ugly. The biggest takeaway is that the new bill has opened the door to some great tax planning opportunities, but you have to act soon! Most of the OBBBA’s changes expire in four years, so you have a little time and space to consider doing a Roth conversion or realize some capital gains.
We explore the impact on tax rates, estate and gift tax, deductions, tax credits, and more. After that, we dive into how Congress will pay for the OBBBA, which I guess you could say is where things go from “good” to “bad” – or even “ugly.”
Ready to learn more?
Money can be confusing, but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial or Swell Financial Partners.
228 episodes
Manage episode 497737587 series 2653925
With the OBBBA now signed into law, we’re sitting down to walk through the good, the bad, and the ugly. The biggest takeaway is that the new bill has opened the door to some great tax planning opportunities, but you have to act soon! Most of the OBBBA’s changes expire in four years, so you have a little time and space to consider doing a Roth conversion or realize some capital gains.
We explore the impact on tax rates, estate and gift tax, deductions, tax credits, and more. After that, we dive into how Congress will pay for the OBBBA, which I guess you could say is where things go from “good” to “bad” – or even “ugly.”
Ready to learn more?
Money can be confusing, but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial or Swell Financial Partners.
228 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.