Inside the new Tax Rules for Retirees
Update: 2025-08-18
Description
We’re going inside the new tax rules for retirees.
From a brand-new $6,000 deduction for seniors to major changes in how charitable giving is handled, the One Big Beautiful Bill Act has reshaped key parts of the retirement tax landscape.
We’ll break down what’s changed, what’s just political spin, and what you can do right now to take advantage of these new rules.
After that, we answer a listener question: Have you ever wondered what the letters behind a Financial Advisor’s name mean?
Resources:
- John Manganaro article from ThinkAdvisor: How the New $6,000 Tax Deduction for Seniors Really Works
- Article from Fidelity Charitable: One Big Beautiful Bill (OBBB): Impact on charitable giving
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