Episode 19: 'Big Beautiful Bill'
Update: 2025-07-08
Description
In this episode of Retire Stronger, Bill Kearney and John Foard discuss significant changes in retirement legislation, referred to as the 'Big Beautiful Bill.' They explore the implications of these changes on retirement planning, including earlier required minimum distributions, mandatory Roth contributions for high earners, and new inherited IRA rules. The hosts emphasize the importance of adapting financial strategies to these changes and highlight opportunities for tax-efficient planning, particularly through Roth conversions. They also stress the need for effective legacy planning and the evaluation of financial advisory teams to navigate the evolving tax landscape.
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