The Big Beautiful Bill (BBB) is here, and with it comes tax updates that could shape your financial strategy for years to come. In this episode, Scott and Marc break it all down in clear, practical terms: what stays, what changes, and what it means for pilots, high earners, and retirees alike. But here’s the catch: many of these changes are temporary, so smart planning now could make a big difference later.
Here’s some of what we discuss in this episode:
🧠 Taking advantage of today’s low tax rates while they last
🏡 Location, location, location… How moving states could slash your tax bill
👴 Are seniors getting a bigger tax break?
🎯 New planning opportunities for families- from baby accounts to Roth strategies
⏳ The clock’s ticking- the expiration of these benefits
Resources:
Our website: https://retireairlines.com/
Phone: (419) 314-4139
Schedule an introductory call: http://callosborn.com/
Check us out on YouTube: https://www.youtube.com/channel/UC_hNGqqVjqgtuoYZlu9i4yQ
