A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). And while most headlines are focused on politics, we’re focused on what it means for your retirement. The choices you make in the next year or two could have a significant impact on how much you keep and how much goes to Uncle Sam. In this episode, Trent and Brandon break down the most important aspects for retirees, pre-retirees, and everyday earners.
They walk through key provisions of the bill- like extended lower tax brackets and a potentially game-changing deduction for seniors. You’ll also hear about enhanced bonus depreciation for small business owners and landlords, charitable giving updates, and some unexpected perks, like tax relief on tips, overtime, and even auto loan interest. Tune in to hear how the new bill could impact your financial future and find out which opportunities could expire before you know it!
Here’s some of what we discuss in this episode:
💸 Why “permanent” tax changes that aren’t so permanent
⏳ What extended lower tax brackets means for tax planning
👵 A new $12,000 senior deduction (and how income thresholds affect eligibility)
🏡 The 100% bonus depreciation for small business owners and landlords
🚗 New tax perks for workers: No taxes on tips, overtime, and auto loan interest
Contact:
Website: http://bradshawfp.com
Email: office@bradshawfp.com
Call: 704-216-2260
