The One Big Beautiful Bill Act has ushered in sweeping tax reforms and policy changes that could dramatically affect how you plan for retirement. This course goes beyond simply explaining the law, it gives you the tools to take action. You’ll gain a clear understanding of the new provisions and how they influence taxes, Social Security, Medicare, estate planning, and investment strategies. More importantly, you’ll learn how to apply these rules to your advantage: reducing your tax burden, protecting your income, and building a legacy that lasts for future generations.
What You Will Learn:
- Key provisions of the One Big Beautiful Bill Act and what they mean for your retirement planning.
- Strategies to help you take advantage of lower tax brackets, deductions, and credits that could affect your retirement income.
- How the Act addresses market volatility and risk management for retirees.
- How retirees can realize tens of thousands in capital gains tax-free.
- Potential shifts in benefit calculations and optimal Social Security filing strategies.
- Changes to Medicare premiums, subsidies, and out-of-pocket limits.
- Revised estate and gift tax exemptions and strategies to preserve your legacy.
- The new “Senior” bonus deduction, popular tax credits being phased out, and ways to avoid exceeding income limits that could diminish tax benefits.
How Would You Like To Join?
