The One Big Beautiful Bill Explained | What Financial Advisors Need to Know Now
Update: 2025-07-22
Description
👉 Whether you specialize in retirement income planning, Roth conversions, or tax-efficient strategies, this legislation changes the game. We cover:
• What’s actually in the bill (and what’s not)
• The real timeline behind the “permanent” tax cuts
• How to adjust Roth conversion strategies in light of the bill
• IRMAA surcharges, senior deductions, SALT, QBI, estate tax changes & more
💡 Becky delivers straight talk and actionable insights—perfect for any advisor looking to stay ahead of tax policy shifts and have smarter planning conversations with clients.
đź“Ś Key Topics Covered:
Roth Conversion Timing & Strategy
IRMAA: How to Avoid Costly Medicare Surcharges
Permanent vs Temporary Tax Cuts Explained
Retirement Planning After the Big Beautiful Bill
How Tax Law Impacts High-Net-Worth Clients
✅ Subscribe for more episodes of The Complete Advisor – the study group you’ve been looking for.
đź‘Ť Like this video if you want more expert breakdowns on tax law, client planning, and advisor growth strategies.
🗨️ Drop a question or comment below—we read every one.
• What’s actually in the bill (and what’s not)
• The real timeline behind the “permanent” tax cuts
• How to adjust Roth conversion strategies in light of the bill
• IRMAA surcharges, senior deductions, SALT, QBI, estate tax changes & more
💡 Becky delivers straight talk and actionable insights—perfect for any advisor looking to stay ahead of tax policy shifts and have smarter planning conversations with clients.
đź“Ś Key Topics Covered:
Roth Conversion Timing & Strategy
IRMAA: How to Avoid Costly Medicare Surcharges
Permanent vs Temporary Tax Cuts Explained
Retirement Planning After the Big Beautiful Bill
How Tax Law Impacts High-Net-Worth Clients
✅ Subscribe for more episodes of The Complete Advisor – the study group you’ve been looking for.
đź‘Ť Like this video if you want more expert breakdowns on tax law, client planning, and advisor growth strategies.
🗨️ Drop a question or comment below—we read every one.
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