Do you know how the new "One Big Beautiful Bill" will impact you during your retirement years?

I'm wrapping up my One Big Beautiful Bill series by exploring the unique challenges and opportunities of financial planning for retirees. I walk you through the key highlights of the new legislation and what it means for those who are already in retirement, as well as for those helping parents and loved ones navigate these waters.

From expanded senior deductions to strategic Roth conversions and increased estate tax limits, I explain why retirees stand to benefit the most from these new changes. You'll learn about crucial tax strategies, the ins and outs of leveraging deductions, how to make the most of gifting, and even ways to maximize after-tax returns in your golden years.

Whether you're just starting planning for retirement or living it now, this episode is packed with actionable insights for you and your family. If you're looking to simplify your financial future or want to help your parents or kids avoid costly mistakes, this conversation provides you with the guidance you may need.

As we close out this informative series, don't forget to share the episode with anyone you know who could benefit from comprehensive financial planning.

Connect with Paul

Contact Paul here or schedule a time to meet with Paul here.

For resources discussed in this episode, visit tammacapital.com/podcast.

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And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics.