Retirement should feel like a victory lap. But lately, for people like Mark, it feels more like trying to finish a puzzle where the pieces keep changing shape. Mark’s 67. Still working full-time. Has annuities, a Fidelity account, and cash in the bank. On paper, he’s in solid shape. But like many people nearing retirement, Mark has one foot in the spreadsheet and one foot in real life. He’s done the math. What he’s not sure about… is the game board. Especially now - with the sweeping legislation called the One Big Beautiful Bill signed into law on July 4th, 2025 - there’s a whole new set of rules, tax codes, and deadlines to keep up with.

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