One Big Beautiful Bill: 2025 Retirement Tax Shake-Up for Retirees & Future Retirees
Description
Wondering how the 2025 tax law changes affect your retirement strategy? This video breaks down the One Big Beautiful Bill Act, a landmark tax bill signed into law by President Trump — and its HUGE implications for retirees, early retirees, and anyone planning for financial independence.
📌 Here’s what you’ll learn:
- 🏦 2025 retirement tax changes that lock in the 2017 Tax Cuts and Jobs Act (TCJA) permanently
- 💰 Extended income tax brackets, standard deduction increases, and the brand-new senior tax deduction
- 🧾 Detailed breakdown of Child Tax Credit enhancements, AMT exemption, SALT cap increase, and capital gains tax stability
- 🚗 New 2025-2028 deductions for auto loan interest, tip income, and overtime pay
- 🏥 What the bill didn’t do: the ACA subsidy cliff and how it could affect early retirees in 2026
- 💼 How to optimize Roth conversions, HSA contributions, and long-term retirement planning
This is the 2025 retirement tax update you can’t afford to miss — I did all the research so you don’t have to! If you’re nearing retirement or in early retirement, these tax changes for retirees in 2025 could seriously impact your strategy. Make smarter money moves with clarity and confidence. ✅
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DISCLAIMER: This podcast is for educational purposes only and reflects my personal experience and research. It is not financial, tax, legal, or investment advice. Always consult with qualified professionals before making major retirement or financial decisions. I am not responsible for any loss or damages resulting from reliance on this information.
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