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What The “Big Beautiful Bill” Means for Your Retirement Plan
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The “One Big Beautiful Bill” just passed, and it’s packed with opportunities for retirees and pre-retirees who want to make the most of their tax strategy. In this episode, Liz walks through how the new legislation affects income planning, deductions, Roth conversions, charitable giving, and more. While some provisions are now labeled “permanent,” Liz reminds us that in the tax world, nothing stays fixed forever. That’s why smart retirees shouldn’t wait to act.
Here’s some of what we discuss in today’s show:
- What “permanent” really means in tax law
- Key updates to the SALT cap and who benefits most
- How retirees can time their deductions for maximum benefit
- How the bill impacts Roth conversion planning
- The new above-the-line charitable deduction and how it works
- Other noteworthy provisions, from 529 plans to mortgage premiums
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