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The new tax bill just passed, but will it actually help you? Letโs look at who stands to benefit, who might lose out, and the strategic moves to consider now while the rules are fresh. Scott returns with a detailed breakdown of what the โBig Beautiful Billโ means for retirees, especially those over age 65. Plus, Scott offers a Big Beautiful Bill Readiness Checklist โ a quick, powerful tool to help you spot tax-saving opportunities and see how the BBB may impact your retirement.
Hereโs what we cover in this episode:
๐ Age 65+? You're in the tax sweet spot
๐ก Use today's brackets to your advantage
๐ Charitable giving gets extra credit
โฐ 2028 isnโt that far, plan before the window slams shut
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Download the Big Beautiful Bill Readiness Checklist: https://listentoscott.com/wp-content/uploads/2025/07/Big_Beautiful_Bill_Readiness_Checklist.pdfย
๐ Call us: 913-393-4724
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๐๐ ๏ธ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
Download here ๐ https://keap.page/bu413/exceptional-retirement-youtube.html
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๐ฐ Read our latest articles on Kiplinger:
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