In this timely episode of The Complete Advisor, we sit down with policy expert Becky Swansburg to discuss the fast-moving legislative landscape and its impact on financial planning. With the Trump tax cuts set to expire at the end of 2025, a divided Congress, and looming government revenue shortfalls, financial advisors need to take proactive steps now to prepare their clients.

Becky, who brings years of political experience from the White House and Capitol Hill, unpacks the key issues facing advisors today and what they should be doing to mitigate risks for their clients. She highlights the importance of understanding legislative “revenue tricks” beyond just tax brackets and why 2025 is the year of tax-free conversions.

Key Takeaways:

1️⃣ The Trump Tax Cuts’ Uncertain Future – While an extension is likely, it won’t be permanent, and rates will eventually rise. Now is the time to plan.

2️⃣ IRMAA & Hidden Taxes – Many clients are unaware that surcharges on Medicare can significantly reduce their Social Security income.

3️⃣ Act Now: The Gift of Four Years – With today’s historically low tax rates, advisors should be maximizing Roth conversions and tax-free strategies before it’s too late.

Don’t wait until the rules change—listen now to learn how to secure your clients' financial future before Washington makes its next move!