How Does the Big Beautiful Bill Affect Your Retirement?

18/09/2025 59 min
How Does the Big Beautiful Bill Affect Your Retirement?

Listen "How Does the Big Beautiful Bill Affect Your Retirement?"

Episode Synopsis

Send us a textIn this episode, we break down one of the most significant tax law changes in recent years—and how it could impact your financial future. From permanently low tax rates and shifting Roth conversion strategies, to inflation-adjusted deductions, charitable contribution updates, and gifting rules, this bill touches nearly every part of tax planning.We’ll explore what these changes mean for your family, your wealth, and your ability to give—both during your lifetime and through your estate. You’ll also learn why timelines matter, since some provisions are immediate, while others don’t take effect until 2026. If you want to make smarter decisions around taxes, giving, and wealth preservation, this episode is for you.Schedule Your Personalized Tax Strategy Session Now!Visit: http://www.fwppartners.comSubscribe, like, and ring the bell for more expert insights on taxes, retirement, and wealth building.Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram